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4 December 2024

5 Tips To Prepare The Next Generation For Family Wealth (Video)

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Kaufman Rossin

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Kaufman Rossin, one of the top CPA and advisory firms in the U.S., has guided businesses and their leaders for more than six decades. 600+ employees deliver traditional audit, tax, and accounting, plus business consulting, risk advisory and forensic advisory services. Affiliates offer wealth, insurance, and fund administration. We’ve earned many awards, but we’re most proud of our Best of Accounting®️ Award for superior client service for four years running, because it’s based on ratings from more than 1,000 of our clients.
Preparing the rising generation to manage and grow family wealth requires thoughtful planning and guidance.
United States Family and Matrimonial

Is the future of your family's wealth in good hands?

Preparing the rising generation to manage and grow family wealth requires thoughtful planning and guidance. Watch this video for practical strategies to help your family build financial confidence and ensure a successful wealth transition across generations.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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