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The Quiet Work of Legacy — Getting the Next Generation Involved
In many ultra-high-net-worth families, legacy is preserved in vaults of paper—trust documents, mission statements, investment memos. But...
mldisney
Mar 252 min read
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Next-Generation Success: Legacy Planning for UHNW Families
In the world of ultra-high-net-worth families, the concept of legacy planning holds a significant place. Ensuring that wealth, values,...
mldisney
Mar 252 min read
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Transforming Governance for Ultra-High-Net-Worth Families
When it comes to managing immense wealth, maintaining a legacy, and preparing future generations, ultra-high-net-worth (UHNW) families...
mldisney
Mar 252 min read
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