Estate and Succession Planning: Preserving Wealth and Legacy
MarketCurrents, February 22, 2018 – MarketCurrents ’’first Family Office Series report of 2018 reveals how to navigate the complexities of estate and succession planning from start to finish. The issue highlights Pitcairn’s inaugural Wealth Momentum™ Index and the importance of aligning family goals with their estate and succession plans. According to President & CEO Leslie Voth, “Estate planning should start with the family…It should focus on their visions, values, and legacy.”
The edition also provides a next generation perspective on preparing heirs to be good stewards of wealth and how and why it is key to embrace the change that the next generation will bring.
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