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Inheritance / Wealth Transfer

For those who are planning on transferring wealth or have themselves just received an inheritance we offer coaching and family meeting facilitation services.

We work with you on issues such as:

  • Connecting with your wealth and finding positive ways to reflect your values through your financial actions
  • Understanding how money affects the individual, relationships, and life
  • Dealing with equal vs. unequal distributions
  • Creating a desirable family legacy
  • Breaking down communication barriers when talking about money

To learn more about our inherited wealth coaching program please contact us.



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