Legacy Articles

Board of Directors

Board of Directors

Who are the business professionals you rely on to make your life better? Most financially savvy families have an attorney to prepare an estate plan, a CPA to prepare annual tax returns and a financial advisor to manage and grow their investments. Smart families also have a mentor, friend, or senior family member to provide sound advice when needed. Really smart families, known as Legacy Families, bring all their professional advisors and mentors together to create a Board of Directors (BOD) to form a family brain trust...