EPISODE · Jul 1, 2024 · 8 MIN
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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Empowering the Family Through Wealth Education
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