Leaving a Legacy Beyond Inheritance: The Non-Investing Side of Your Wealth - Part One
As an expert in family dynamics, governance, and education, our founder, Josh Kanter, frequently speaks about the importance of the non-investing side of wealth for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families. This is the first of a two-part webinar series, and the second of the Advice Chaser series, on the topic of Leaving a Legacy Beyond Inheritance.
In this webinar, Josh and Daniel Baumgartner, Founder of Terra Nova Asset Management, discuss the personal side of family wealth management: developing a family vision statement, facilitating family meetings, and planning for the future.
Managing wealth and important life decisions as a family can be fraught, but coming together to create a shared vision makes a family stronger.