High Net Worth Estate Planning Series
Navigating the Path to Family Financial Preservation
January 23, 2024
Welcome to today’s episode where estate planning takes center stage as the critical roadmap for preserving family wealth. Join our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and Zac Ritchey, a Certified Financial Planner at Private Wealth Asset Management as they explore essential questions about legacy planning and wealth preservation. Together, they navigate the role of educating younger family members, the effectiveness of family meetings, and using philanthropy and social responsibility to craft a meaningful legacy plan. Tune in and empower yourself with the knowledge to safeguard your family’s financial future.