Episode 1

Episode 1

Becoming CMO

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On this episode, we are going to discuss family meetings with respects to wealth transfer. Tune in to hear us chat about this age-old topic. Topics: ● Sometimes, inheritances don’t go as smoothly as people would like. ● Why communication is always important to pass on your legacy. ● Every family plan is different, we discuss how to decide which one is best for your family. ● What the future looks like for Millennials vs. Baby Boomers for wealth t...
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On this episode, we are going to discuss family meetings with respects to wealth transfer. Tune in to hear us chat about this age-old topic. Topics: ● Sometimes, inheritances don’t go as smoothly as people would like. ● Why communication is always important to pass on your legacy. ● Every family plan is different, we discuss how to decide which one is best for your family. ● What the future looks like for Millennials vs. Baby Boomers for wealth t...
Read More