Empowered Values: Planning Your Wealth Around Your Family’s Core Values

By |2019-01-02T13:25:48+00:00September 17th, 2018|Recommended Reading, Resources|
Client Profile: The Widow

This book discusses how families should build a wealth strategy consistent with their family’s core values. It explores ways to prepare for major financial decisions and creates a needed process for the family to make important multi-generational decisions involving real estate, inheritances and family businesses.

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By |2019-01-02T13:25:48+00:00September 17th, 2018|Recommended Reading, Resources|

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