How to manage your wealth and preserve your legacy after selling your business


Baby boomers represent the richest generation in American history and, in what’s been dubbed the “great wealth transfer” – about $30 trillion is expected to be passed on to their children and grandchildren over the next several decades.

There’s no one-size-fits-all approach for moving this money, but building a team that involves an investment banker, wealth planner, portfolio manager, trust officer, attorney and accountant is the first step in making sure the wealth a person has built…

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