Empowering the Family Through Wealth Education

from Wilmington Trust’s Get Educated in Minutes · host Wilmington Trust

As many successful families have learned over time, having a family wealth education plan in place for family members can be very empowering for the next generation. And when heirs feel empowered and engaged in the family’s legacy, a smooth transfer of wealth can result. Listen as Allison Pierce, wealth strategist for Wilmington Trust Emerald Family Office & Advisory®, discusses how giving family members a foundational knowledge about wealth and sharing the family’s core values can help prepare heirs to receive wealth and carry on the family legacy.

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This episode is 8 minutes long.

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This episode was published on July 1, 2024.

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