The Return on Investing in Purpose
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The Return on Investing in Purpose
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Why is having a trusted advisor so important and what is their role as your wealth management partner? Join Founder and Co-CEO, Michael Kaumeyer and Chief Experience Officer, Allison Comeau on this episode of Five Questions as they delve into the importance of building relationships with family members that allow the important questions and conversations to be had. Why establishing your purpose and values can have a significant impact on future generations and the importance of open and honest communication. How do you best prepare the next inheritor? And what have some of Canada’s most successful families done to
ensure a successful transfer of wealth? Mike and Allison address these questions and provide their thoughts on the role every parent has in preparing their next generation for navigating life. Visit grayhawkwealth.com to learn more.