Family Legacy

You've Prepared the money for your family but have you prepared your family for the money?

Webinar Feedback
Choosing your Trustee
10/29/2020

    Evaluation

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    Follow-up

    Please send me the slides of the presentation
    Please send me the Your Family Legacy resource guide
    I am interested in discussing a family dynamics program for my family

    (There is no charge for an initial consultation)

    Background

    (We ask these questions because the resource we send are based on your concerns and financial situation.)

    MS
    Family BusinessInheritanceReal estateInvestments
    $10-$50MM$50-$100MMOver $100MM