About Inheriting Wisdom
Inheriting Wisdom develops highly customized, multi-generational legacy strategies that target the complex emotional and relationship issues involved in intergenerational wealth transfer. The end result for our clients is a truly comprehensive legacy plan that bridges the gap between the legal, financial, emotional and relationship aspects of wealth transfer. It strengthens the bonds between generations and prepares future generations for the challenges of inheriting wealth. Specialties Strategic Wealth Planning, Advisor Training, Wealth Management, Family Governance
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