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Podcast: BakerHosts
Episode: Legacy Management - A Different Approach to an Age-Old Business
Description: Legacy management is an age-old business that has not changed in decades. We propose moving away from an episodic, transactional delivery model and removing siloes between a family’s advisors – allowing for a proactive, disciplined cadence toward planning and 2-dimensional viability to see how the planning truly operates. Questions and comments: [email protected]