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Family Meetings About Wealth and Wealth Transfer

Amy Castoro is quoted in this article from the Institute for Preparing Heirs on how important it is for advisors to refer families to skilled meeting facilitators or family coaches when unresolved issues among family members threaten to derail the family’s ability to move forward as a cohesive family unit, putting a successful wealth transfer at risk.


#wealthtransfer #succession #heirs #trustsandestates #estateplanning #legacyplanning #uhnw #hnw #familybusiness #familyoffice #financialadvisors


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