How do wealthy families plan for the future? In this week's episode, the last in our series on redefining family wealth, we'll explore the steps they take, and how their process is different from typical tax and estate planning. We'll discuss the foundational values and guiding principles they use to create their family culture and mission statement. The most successful business families surround themselves with a trusted team who will work together to address both the technical and emotional sides of estate and legacy planning.
December 14, 2017