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Inheritance / Wealth Transfer
For
those who are planning on transferring wealth or have
themselves just received an inheritance we offer coaching
and family meeting facilitation services.
We work with you on issues such as:
- Connecting
with your wealth and finding positive ways to reflect
your values through your financial actions
- Understanding
how money affects the individual, relationships, and
life
- Dealing
with equal vs. unequal distributions
- Creating
a desirable family legacy
- Breaking
down communication barriers when talking about money
To learn more about our inherited wealth coaching program
please contact us.
Return to Family Wealth Coaching
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