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How to Build an Enduring Legacy and Secure Long-Lasting Wealth

Barron's Advisor

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The Importance of Clear Transparency in Wealth Creation

Jim Grubman: A lot of times first generation wealth creators approach conversations around their wealth with their family like they would a business issue. He says the number one thing that we try to think about is how do they create good clear transparent communication. "We're not equipping them with the tools they need to be good stewards of wealth for successive generations"

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