As a successful entrepreneur, you probably have great instincts honed through years of experience. You’ve known the ups and downs of running a business and this has made you good at reading people and situations. How will your instincts contribute to the successful transition of your wealth to the next generation?
This post will explain why your financial legacy is more than just dollars and cents and outline how you can cement your legacy with a wealth management process.
This post will illustrate an example of how an investor re-positioned their portfolio to reflect their ESG values.
For ultra-high net-worth families, the burden of preserving and transferring wealth to future generations is one of life’s greatest challenges. This post describes how to define your family values and create a mission statement that will guide your wealth management process.
