February 26, 2020
Big Think published an article by Social Capital Advisors Director Richard Tafel, about how to optimize the intergenerational transfer of family wealth to preserve assets while achieving social impact goals.
Big Think
By Rich Tafel, Director, Marcum Social Capital Advisors
Excerpt:
The most critical message for those passing down wealth is to remember that you are passing down more than just wealth. You are passing down your values.
