EPISODE · Jul 22, 2022 · 24 MIN
A Sagevisor For Your Legacy with Pushpanjali Oliver Lund
from Design Your Legacy - Life Lessons · host Angelina Carleton
Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - What if you need a legacy plan beyond just wills and estates, especially if you are a HNW individual or a new wealth earner/creator? Anything on top of a lack of awareness and applicability would cement your destiny. If your wealth is established or brand new with today’s varied asset classes, a variety of trusts could help you protect and grow your legacy. In this "Legacy Series" conversation, Angelina Carleton sits down with Pushpanjali Oliver Lund, Founder and Managing Director of Sagevisor, a company that provides estate and succession planning as well as asset protection structures for family businesses, high net worth individuals, entrepreneurs and philanthropists. Mrs. Lund speaks to the challenge is educating beneficiaries around the responsibilities of becoming a custodian for the preservation and protection of assets. In India and beyond, some beneficiaries keep the business going, while others have the family company end after two or three generations. Listen in as Angelina speaks with Pushpanjali about creating trusts as well as happy custodians so you too can also engage the next generations to come! Learn more about Mrs. Lund at: https://www.linkedin.com/in/pushpanjali-oliver-lund-8349387/ --- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
What this episode covers
Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - What if you need a legacy plan beyond just wills and estates, especially if you are a HNW individual or a new wealth earner/creator? Anything on top of a lack of awareness and applicability would cement your destiny. If your wealth is established or brand new with today’s varied asset classes, a variety of trusts could help you protect and grow your legacy. In this "Legacy Series" conversation, Angelina Carleton sits down with Pushpanjali Oliver Lund, Founder and Managing Director of Sagevisor, a company that provides estate and succession planning as well as asset protection structures for family businesses, high net worth individuals, entrepreneurs and philanthropists. Mrs. Lund speaks to the challenge is educating beneficiaries around the responsibilities of becoming a custodian for the preservation and protection of assets. In India and beyond, some beneficiaries keep the business going, while others have the family company end after two or three generations. Listen in as Angelina speaks with Pushpanjali about creating trusts as well as happy custodians so you too can also engage the next generations to come! Learn more about Mrs. Lund at: https://www.linkedin.com/in/pushpanjali-oliver-lund-8349387/ --- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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A Sagevisor For Your Legacy with Pushpanjali Oliver Lund
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