S3 E107 - For the Fam: Tips for Building and Transferring Wealth Keep It Thorough

In this week's episode of Keep It Thorough, we explore the fascinating world of family wealth, outlining the strategies for effectively building and transferring financial resources. The crucial role of financial direction and expectations demands attention and action. Whether it's empowerment through financial literacy, proactive wealth management planning, or the need for thoughtful estate planning, creating sustainable strategies is essential in successful wealth building and transfer. During this episode, we discuss various shifts accompanying generational change and delve into how families can effectively navigate these transitions for wealth preservation and growth. Tune in to gain valuable insights and proven strategies for building and preserving your family's financial legacy.