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Building a Strong and Connected Family of Wealth

A 10 x 10 learning roadmap.

Your client has accumulated so much financial capital that it will outlast them. Now it’s something else that keeps them up at night:  “I don’t want the money to mess up my kids or my relationships.” After thinking about how to handle these concerns, they’re in your office requesting a financial education program for their kids and advice on what they should or shouldn’t do regarding gifts or inheritance.  

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