Passing on Money and Legacy to Heirs

Published: April 26, 2019, 1:34 p.m.

In this episode, Angelo speaks with Peter Mallouk, President of Creative Planning, who breaks down the best path to wealth accumulation, retention, and transfer of assets to heirs. Peter shares how a single family office can benefit from having a strategic plan that is tailored to unique goals for passing money and legacy on to the next generation.