WealthManagement.com: Three Strategies for Engaging a Client's Whole Family
The Great Wealth Transfer is here, with $84 trillion set to transition over the next two decades.
We understand that a successful wealth transfer requires more than just legal and tax strategies; it demands proactive communication, long-term preparation and next-generation engagement. FFT Wealth Managing Director Brian Brandt shares three key strategies to help ensure families navigate this transition smoothly while honoring their legacy.