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Legacy Management - A Different Approach to an Age-Old Business
Episode 156 • 18th July 2024 • BakerHosts • BakerHosts | BakerHostetler
00:00:00 00:11:33

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Legacy management is an age-old business that has not changed in decades. We propose moving away from an episodic, transactional delivery model and removing siloes between a family’s advisors – allowing for a proactive, disciplined cadence toward planning and 2-dimensional viability to see how the planning truly operates.

Questions and comments: jforster@bakerlaw.com

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