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In this episode, Liam McCormick discusses the importance of intergenerational conversations about family stories to build resilience in families and to prepare for the transfer of wealth. We look at the crucial, yet often overlooked, conversations about legacy within wealth transfer. McCormick offers unique strategies to bridge generational gaps, turning complex wealth planning into opportunities for meaningful family bonding.
Links:
Tales Life Story Interview Kit
Story Worth
20 Questions article
Psychology Today articles
UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.
_
Produced by Podcast Studio X.
Simple Civics: Greenville County is a project of Greater Good Greenville.
Support Simple Civics with a tax-deductible contribution.
Email us: [email protected]
By Greater Good Greenville5
3333 ratings
In this episode, Liam McCormick discusses the importance of intergenerational conversations about family stories to build resilience in families and to prepare for the transfer of wealth. We look at the crucial, yet often overlooked, conversations about legacy within wealth transfer. McCormick offers unique strategies to bridge generational gaps, turning complex wealth planning into opportunities for meaningful family bonding.
Links:
Tales Life Story Interview Kit
Story Worth
20 Questions article
Psychology Today articles
UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC.
_
Produced by Podcast Studio X.
Simple Civics: Greenville County is a project of Greater Good Greenville.
Support Simple Civics with a tax-deductible contribution.
Email us: [email protected]

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