An old saying, “shirtsleeves to shirtsleeves in three generations,” suggests that many families that come into wealth lose it again before long. But the proverb doesn’t have to be destiny. This webinar addresses teaching financial literacy to younger generations, identifying blind spots, and developing a family owner’s manual. Josh Kanter, who also presents in part 1, has assisted families in developing estate plans for years as well as running his own family office. His insights will help participants think beyond wealth when building a legacy for the future.
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Josh Kanter spoke about this topic in two other webinars with Advice Chaser. Find them here:
Leaving a Legacy Beyond Inheritance Part 1
Building and Sustaining Generational Wealth: Family Meetings