Event Recording: Passing Wealth & Values to the Next Generation
Legacy Series Part Three: Structures to Help Preserve and Pass on Family Wealth
Legacy Series Part Two: Teaching Responsible Stewardship
Legacy Series Part One: The Importance of Establishing Family Values
How to Create a Family Philanthropy Plan
Case Study: How Simon Quick Helped Owners Decide to Sell a Family Business
The Role of Gifting in an Estate Plan
What’s the Difference Between a Financial Advisor and a Broker?
