in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
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in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
EPISODE 37: Preserving Multi-Generational Wealth Utilizing Private Family Trust Companies
Trusted Advisor Podcast Series
1 year ago
EPISODE 37: Preserving Multi-Generational Wealth Utilizing Private Family Trust Companies
Why do families set up family trust companies? Why is now an important time to consider doing estate planning and setting up a family trust company? Rod talks with Cindy Steeb of Clearstead about her new book and how private family trust companies can help families preserve multi-generational wealth.
Trusted Advisor Podcast Series
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
