In this episode of Investor Education: Family Governance with Dr. Richard Orlando, he continues his discussion on the importance of defining your family legacy, and the need to secure your “why”.

Investor Education: Family Governance - Seucring Your "Why"

The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event.

Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

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The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event. Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

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Investor Education: Family Governance - Seucring Your "Why"

Investor Education: Family Governance - Seucring Your "Why"