Search

The Carter Center Speaking Event Preparing Your Heirs with Amy Castoro


Joel Kimmel and I were honored to participate in a webinar hosted by The Carter Center on "Preparing Your Heirs". Click this link to take a listen. If your team or your clients are asking "Will the wealth unify or divide my family?", we can help. Please contact us to learn more.

https://legacycircle.cartercenter.org/legacy-webinars

#wealthtransfer #heirs #succession #legacyplanning #familybusiness #familyoffice #trustsandestates #familygovernance #willsandtrusts #uhnw #hnw #financialadvisors

50 views0 comments