Leaving a Legacy Beyond Inheritance: The Non-Investing Side of Your Wealth - Part Two
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 last installment of both a two-part webinar series on leaving a legacy beyond inheritance and the larger Advice Chaser series.
In this webinar, Josh and Daniel Baumgartner, Founder of Terra Nova Asset Management, address teaching financial literacy to younger generations, identifying blind spots, and developing a family owner’s manual–a leafplan.
An old saying, “shirtsleeves to shirtsleeves in three generations,” suggests that many families that come into wealth lose it again before long. But the proverb doesn’t have to be destiny.