STEWARDSHIP, INHERTIANCE & WELL-BEING

What happens when family stewards meet their family trusts and estate documents? Stewardship has become a commodity in family wealth management and preservation. However, is stewardship being part of family wealth management and estate planning best for everyone’s well-being?

In this bulletin, we invite you to explore the intersection of stewardship, inheritance and well-being and find the answers to this question. Click in HERE or in the image on the left to learn more about it.

Previous
Previous

GIVING AND RECEIVING INHERITANCE. TRUE LOVE OR SELF-INTEREST?

Next
Next

INHERITANCE PLANNING PROMOTING CAREER WELL-BEING