How much wealth should I pass on to my kids? When should I talk to them about the money? How do I prepare them to handle it? These are anxiety-fueling questions that keep many wealth holders awake at night.
In this episode, we’ll get some answers – along with real-life stories of how other high-net-worth families are handling intergenerational wealth transfer – from one of the leading experts in the field.
My guest is Matthew Wesley, a Principal of the Lovins Group, advisor to ultra-high-net-worth families in generational transition. With a career that spans 34 years as an estate planning attorney for 34 years, consultant and facilitator to some of the most prominent families in the world, he’s seen it all and has plenty of insight to share.
Listen and learn from Matt about the problems that occur when tax drives your estate planning process, the most important questions to ask yourself before you engage any estate lawyer, and, which generational transition is the most important to get right.
https://www.linkedin.com/in/mattwesley/
https://lovinsgroup.com/
Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.
Visit our website and stream episodes here: https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu
