Download - Building a Comprehensive Advisory Team: Generational Wealth – Part Three

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SVB Private Perspectives

Business:Investing

Building a Comprehensive Advisory Team: Generational Wealth – Part Three

2021-09-29

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When the time comes to create a generational legacy, the families that have been most successful have incorporated an additional element into their advisor teams beyond wealth management and tax mitigation. Family governance advisors have been quite effective in facilitating the transfer of generational wealth. In the third part of our generational wealth podcast series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Jason Cain share the impact governance advisors can have on your family legacy.