10-Q Wealth Transition Quiz

Is your family prepared for wealth transition?

(pack of 20 cards)

Is your family prepared for wealth transition? (Pack of 20 cards)

$25.00Price
  • This 10-question quiz is a quick read on a family member’s view of the entire family's readiness for estate transition. It’s a simple yet highly effective tool to framing a conversation around non-financial issues..

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Suite 375A

San Clemente, CA 92672

USA​

Tel: 949-940-9140​

info@thewilliamsgroup.org

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