Berkshire Money Management Team Completes Institute for Preparing Heirs Program
DALTON, Mass. — Berkshire Money Management advisors Scott Little, Peter Coughlin, Lauren Russo, and Nate Tomkiewicz all recently completed an exclusive program offered by the Institute for Preparing Heirs on the topic of "The Great Wealth Transfer: Preparing HNW Families to Prosper & Thrive Across Generations." "One of the single biggest challenges facing successful families today is ensuring that the inheriting generation—the children and grandchildren—maintain control of the family assets and unity after wealth transfer," Russo said. The Institute for Preparing Heirs progra...
Source: iberkshires.com