Learn everything you need to know about Risk Mitigation & Strategies for Wealth Preservation

In this episode, we will talk about:

Planning strategies.

Individual investment structures.

Structures of investment groups.

Inheritance Mechanisms

Legal processes to inherit.

Trusts.

Process of generational transfer of wealth.

Transactional Advisors vs. Relational Advisors

Fiscal Impacts

Hosted by: Ricardo Teran, Real Estate Investment AdvisorSpecial guest: Alejandro Leal, Life Insurance and Asset Protection Specialist.