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Family Wealth Conversations: How To Navigate Money, Values, and Legacy Across Generations

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Manage episode 483953841 series 3657994
Content provided by Paxton Bridge | David Murdoch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paxton Bridge | David Murdoch 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.

Join as as we dives into the complexities of discussing family wealth and inheritance across generations. We explore the role of personal and family values in financial decision-making, strategies for estate planning, and the importance of communication in managing wealth. We offers insights on transitioning assets, educating younger generations about financial matters, and the broader implications of wealth transfer. This episode is a valuable resource for business owners, executives, and families aiming to align their wealth with their values and ensure a positive legacy.

  continue reading

4 episodes

Artwork
iconShare
 
Manage episode 483953841 series 3657994
Content provided by Paxton Bridge | David Murdoch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paxton Bridge | David Murdoch 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.

Join as as we dives into the complexities of discussing family wealth and inheritance across generations. We explore the role of personal and family values in financial decision-making, strategies for estate planning, and the importance of communication in managing wealth. We offers insights on transitioning assets, educating younger generations about financial matters, and the broader implications of wealth transfer. This episode is a valuable resource for business owners, executives, and families aiming to align their wealth with their values and ensure a positive legacy.

  continue reading

4 episodes

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