The Sudden Wealth Podcast

The Key Elements Of A Successful Wealth Transfer


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Today we’re talking to Lori Coonen. Lori is a Family Legacy Coach and Heritage Design Professional. She has worked with families for over 20 years. And serves individuals and families who desire to keep their family strong and in harmony. Lori helps to connect generations, enhance communication and leadership skills, provide opportunities to identify common values and purpose within the family, and creates systematic intentional traditions for successful family wealth transitions.

She is the co-author of the book called unPrepared: Heirs at Risk.

www.livingmylegacyusa.com
[email protected]
920-493-2589

Go to Twitter @SuddenWealthLaw, and send us a message with topics you would like us to discuss. 


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The Sudden Wealth PodcastBy Paul Deloughery

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