The complexities of passing on a legacy and managing family dynamics can be overwhelming, especially for first-generation business owners. As their advisor, how can you help prepare their heirs and transition wealth smoothly? Find out as Duncan MacPherson speaks with Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and … Continue reading Transitioning Next-Gen Wealth with Tom Deans (Ep. 56) →