Search Results

Showing 301 to 301 of 301 results for Succession

  • The Importance of the Conductor: Casting the Role of Trustee

    A great legacy plan creates a connection between the person who created the plan and later generations. Those that come later may have never met the creator but are connected to that person through the story the plan creates. Therefore, the person responsible for having the skill to deliver the plan flawlessly in a way that delivers the values and beliefs that a great legacy plan is built upon is a trustee who has a unique combination of expertise, objectivity and empathy.

Back to Top