Financial Detox Advice for Intergenerational Families - Part 3 - The Grandparents and Great Grandparents

Show Description:IDA currently serves as a full-time fiduciary adviser team to several inter-generational families. The families that engage us for this experience typically have three or four generations that they are planning with and for. Their primary goals are to ensure that their values and wealth are transferred far beyond the current generations. By talking about these topics openly and with experts, we strive to make the experience one that allows thought, education, collaboration an...