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Can Your Client’s Family Live In the Estate Plan You Create?

Integrating financial capital requires a holistic perspective.

In today’s uncertain environment, one of the most powerful ways to gain insight to make more effective decisions is finding ways to “bring the future to the present.”1 Engaged in an intimate gathering with two dozen founders of family-owned businesses, a courageous third generation inheritor, let’s call her Rosie,2 was offering that opportunity. An introvert with a strong preference for privacy, what would have motivated her to move from comfort to courage and share her


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