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Generation to Generation: Education as a Wealth Transition Strategy
Welcome to episode 6, where we unravel the intricacies of wealth transition and the vital role of family values in preserving legacies.
In this episode, we delve into the art of aligning family values with astute financial strategies. I bring over a decade of experience advising family enterprises to the forefront, sharing real-life stories that highlight the transformative power of values-driven wealth transition.
Discover practical strategies such as tailored curriculum development and holistic financial literacy, and learn how experts like wealth advisors and estate planning lawyers can be your allies in achieving a seamless wealth transition.
Resources discussed in this episode:
"Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values" (book by Roy Williams and Vic Preisser)
"Family Wealth Continuity: Building a Foundation for the Future" (book by Courtney Pullen)
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
Website: BeaconFamilyOffice.com
LinkedIn: Cory Gagnon
LinkedIn: Beacon Family Office
Email: [email protected]
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.
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By Cory GagnonWelcome to episode 6, where we unravel the intricacies of wealth transition and the vital role of family values in preserving legacies.
In this episode, we delve into the art of aligning family values with astute financial strategies. I bring over a decade of experience advising family enterprises to the forefront, sharing real-life stories that highlight the transformative power of values-driven wealth transition.
Discover practical strategies such as tailored curriculum development and holistic financial literacy, and learn how experts like wealth advisors and estate planning lawyers can be your allies in achieving a seamless wealth transition.
Resources discussed in this episode:
"Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values" (book by Roy Williams and Vic Preisser)
"Family Wealth Continuity: Building a Foundation for the Future" (book by Courtney Pullen)
Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.
Website: BeaconFamilyOffice.com
LinkedIn: Cory Gagnon
LinkedIn: Beacon Family Office
Email: [email protected]
We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.
Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.