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Building a family legacy

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Protecting the work of a lifetime

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Building wealth isn’t easy. But it can be even harder to keep it. In this concluding panel discussion, our financial professionals explain everything from strategies such as money management and succession planning to financial products including specialized insurance. In the end, devising a plan and putting it into action may be the most crucial job of all.

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More from this series

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Building wealth is only the first step

In this initial discussion on creating a financial legacy, a panel of financial professionals disproves the myth that creating a financial legacy is only for the wealthy.

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Money and emotions don’t mix

Nobody likes talking about death. Or taxes. But the sooner we do, the better. In this ongoing series, a panel of psychologists discusses the need for families to deal rationally with sensitive topics.

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