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Legacy Planning Teams

Lessons learned from family offices, private banks and best-of-breed teams of independents.

Legacy planning is changing. Fewer clients need estate tax planning. Robo-advisors and artificial intelligence are making it more difficult for investment firms to justify their services. To differentiate themselves, add value and compete, many estate-planning and wealth management professionals are evolving toward integrated, multi-generational wealth management. Such planning not only includes the quantitative planning elements, such as tax, investment, life insurance and fiduciary planning


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