20min chapter

Inside the Rope with David Clark cover image

Ep 161: David Sekel - Keeping it in the family

Inside the Rope with David Clark

CHAPTER

Protecting Assets and Safeguarding Family Wealth

This chapter explores the issue of protecting assets within the family during relationship changes, highlighting the use of binding financial agreements. It discusses estate planning, the benefits of early engagement with family members, and the significance of power of attorney documents. The chapter also addresses the challenges of involving adult children in succession planning and emphasizes the importance of trusted advisors.

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