))
S3 E107 - For the Fam: Tips for Building and Transferring Wealth
Manage episode 401930366 series 3446626
Content provided by Cedric Luvell & Eric Evans, Cedric Luvell, and Eric Evans. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cedric Luvell & Eric Evans, Cedric Luvell, and Eric Evans or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this week's episode of Keep It Thorough, we explore the fascinating world of family wealth, outlining the strategies for effectively building and transferring financial resources. The crucial role of financial direction and expectations demands attention and action. Whether it's empowerment through financial literacy, proactive wealth management planning, or the need for thoughtful estate planning, creating sustainable strategies is essential in successful wealth building and transfer. During this episode, we discuss various shifts accompanying generational change and delve into how families can effectively navigate these transitions for wealth preservation and growth. Tune in to gain valuable insights and proven strategies for building and preserving your family's financial legacy.
126 episodes
Share
