Celebrity Estates: Succession Planning From The Royal Family
What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent succession ‘plan’ of the British royal family?
Source: wealthmanagement.com
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Celebrity Estates: Freddie Mercury and Planning With An LGBTQ+ Mindset
A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.
Source: wealthmanagement.com