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The Overlooked Key to Multigenerational Wealth: Proactive Estate Planning
For many ultra-high-net-worth individuals (UHNWIs), it’s easy to believe there will always be time to address estate planning. The demands of running a business, managing investments and nurturing family relationships often take precedence. But estate planning isn’t just about preparing for the inevitable; it’s about ensuring your wealth survives – and thrives – for generations to come, even in the face of unexpected events. At Whittier Trust, I’ve seen too many situations where a lack of proactive planning has created […]
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