Generation to Generation: Education as a Wealth Transition Strategy

Welcome to episode 6, where we unravel the intricacies of wealth transition and the vital role of family values in preserving legacies.  In this episode, we delve into the art of aligning family values with astute financial strategies. I bring over a decade of experience advising family enterprises to the forefront, sharing real-life stories that highlight the transformative power of values-driven wealth transition.Discover practical strategies such as tailored curriculum development and holistic financial literacy, and learn how experts like wealth advisors and estate planning lawyers can be your allies in achieving a seamless wealth transition.  Resources discussed in this episode:"Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values" (book by Roy Williams and Vic Preisser)"Family Wealth Continuity: Building a Foundation for the Future" (book by Courtney Pullen)Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.  Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected]  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.