Too often we only think about business transitions where we sell to an outside party. In the wealth management world it's often much better to think about hiring your next owner. Learn how this might be an avenue that's right for you.

Learning how to talk with your family about death with Tom Deans

Feb 20th, 2015 19m 55s

Most families never get around to talking about end of life issues as well as estate planning until after the death of a loved one. Tom Deans has learned that this is not the best way to promote family harmony after you're gone. Listen to Tom

Re-thinking the family estate planning process with Scott Hamilton

Feb 20th, 2015 18m 1s

Too many wealth families start and end the estate planning process looking at tax savings only. There are many reasons for estate planning and probably tax planning is one of the least important in the long-term health of your family. Join us

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