The Easemakers Podcast cover image

The Easemakers Podcast

Endowing legacy properties with Winged Keel Group Principal Mark Richards

Jul 23, 2024
37:45

How can an endowment help a family preserve a legacy property?

Mark Richards, a Principal at the independent life insurance brokerage firm Winged Keel Group, has spent decades helping families preserve their assets, and in this conversation, he shares the value of endowing legacy properties and how estate managers can support their principals in the process. Tune in to hear his take on how an endowment can help cover ongoing maintenance, the benefits of endowments when it comes to family dynamics, and tips for estate managers who want to start the conversation.

Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis.  Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!

The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode