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Picture of [Video] The Great Wealth Transfer: Preparing the Next Generation

[Video] The Great Wealth Transfer: Preparing the Next Generation

Workshop
SKU: 24EDGE-14V
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$40.00

As the USD 84trillion wealth transfer approaches, studies show that 90% of family wealth does not make it past the third generation, and 80% of inheritors will look fora new advisor after inheriting their parents’ wealth due to a lack of communication. Guilaran shares a proven framework and keystone habits to make wealth last for generations and bridge the communication gap between advisors and inheritors.

 

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