English
45 minutes
Pre-recorded
Elements of Successful Wealth Transfer
This module delves into issues surrounding multi-generational stewardship of family wealth. There are many, complex things to consider when an affluent family prepares for wealth transition in the context of a sustainable family wealth management plan, and this module can help you know what to expect and what to consider as a family.
Provider
Audience
- Business owner
- Leader
Themes
- Financial health
- Personal well-being
- Succession planning
Note
Access this course and many others with either a monthly or annual Knowledge Bureau Accelerate Your Business Series Subscription. Learn more by completing the form below.
Access this course and many others with either a monthly or annual Knowledge Bureau Accelerate Your Business Series Subscription. Learn more by completing the form below.