The concept of protecting a family’s privacy has always been an important part of generational planning for clients. It’s important to note that privacy differs dramatically from secrecy. While some may attempt to use the terms interchangeably, they’re two fundamentally different concepts. Privacy in the context of generational planning is the goal of keeping a family’s personal and sensitive information confidential within legal bounds. On the other hand, secrecy typically represents the
Privacy, not Secrecy, Is Still Important to Families
Al W. King III highlights how privacy can be an active ingredient in a client’s planning.