EPISODE · Jul 18, 2024 · 11 MIN
Legacy Management - A Different Approach to an Age-Old Business
from BakerHosts
Legacy management is an age-old business that has not changed in decades. We propose moving away from an episodic, transactional delivery model and removing siloes between a family’s advisors – allowing for a proactive, disciplined cadence toward planning and 2-dimensional viability to see how the planning truly operates. Questions and comments: [email protected]
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Legacy Management - A Different Approach to an Age-Old Business
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This episode was published on July 18, 2024.
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Legacy management is an age-old business that has not changed in decades. We propose moving away from an episodic, transactional delivery model and removing siloes between a family’s advisors – allowing for a proactive, disciplined cadence toward...
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