| Inheritance / Wealth Transfer
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:
To learn more about our inherited wealth coaching program
please contact us.
with your wealth and finding positive ways to reflect
your values through your financial actions
how money affects the individual, relationships, and
with equal vs. unequal distributions
a desirable family legacy
down communication barriers when talking about money
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