Wealth & Values: Preparing the Next Generation for the Challenges of Wealth

If you’re like most parents or grandparents, you want to leave a meaningful legacy to your loved ones. But a legacy isn’t just about how much wealth you pass on, it’s about imparting your financial values and preparing the next generation to be fiscally responsible, charitable, and empathetic stewards of wealth. For the most part, strong financial values and habits are learned from parents more so than anywhere else.

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