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Transferring Wealth with Danielle Saputo

Serious Coin

CHAPTER

The Four Stages of Wealth Transfer

I think one of the things I've encountered very often with families is, oh, if I talk about wealth, I'll create entitlement. And there's this fear that the two go hand in hand. So for me, it's really start with the plan, have a clear vision of what you want to do as a family unit moving forward. The more open you can be about even the hardest of conversations,. I think the greater way you set your family up for success.

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