Financial Services - Houston, TX, US
Empowering Beneficiaries serves as a resource to families to empower the next generation of family wealth. G1 family members (parents) are encouraged to use their wealth in a way that provides heirs the opportunity to create their OWN legacy. G2 family members are given resources to help them be empowered by inherited wealth.Families are provided tools that support: • Wealth Transfer Preparation/Training • Family Business Succession • Family Governance • Family PhilanthropyThoughtful planning combined with the proper tools and training can lead to exciting results for each family member today, and for generations to come.
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