Lessons in Legacy, Chapter One: The Legacy landscape - Flipbook - Page 9
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very successful family develops an ecosystem of professional
advisers, many of which, like our own firm, enjoy relationships
with families that span generations.
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LESSONS IN LEGACY
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To introduce our ‘Lessons in Legacy’ series, we felt it would be useful to
seek the views of our contacts across the wider wealth management
industry. To achieve this, we undertook a survey of a 900-strong network
of intermediaries ranging from accountants to fund managers. The results
provide a fascinating snapshot of current trends.
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“
Views from
the industry..