Help Your Clients Get Started with a Letter of Wishes or Legacy Message
This article provides resources that will help advisors support their family business clients.
Tag: legacy
The Super Special, Altogether Ordinary Day Ebook
This is an ebook version of Kristen Heaneys Children's Book, The Super Special, Altogether Ordinary Day
Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions Ebook
This is an ebook version of Dr. Richard Orlando's book, Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions
Inspire Honest Conversation with Your Clients and Advance Your Own Development Using the Book, In Three Generations
The Purposeful Planning Institute's, John A Warnick, interviews of Kristen Heaney regarding her book, In Three Generations.