Estate Planning as a Career
Excerpted from the website:
- The delivery of professional services, especially today, is at a critical crossroads. Clients are too often provided with advice that fails to be best-in-class and fails to integrate the client’s ideas for their best life, lifestyle and legacy. With business succession and family wealth transfer failure rates at nearly 70% world wide, and 3rd generation businesses virtually non-existent, there is clearly a need to change the process in how professional services are delivered to a client.