Entrusted: An Introduction to Legacy

An Introduction to Legacy

October 28th, 2020

Wealth is often misconstrued with the number of zeroes in a bank account. We believe this definition is one-dimensional and, unfortunately, commonplace in much of the industry. Entrusted empowers and enlightens individuals to create or propel the continuation of a legacy; whether that be relationships, business(es), education, philanthropy, etc. This series will investigate the multiple facets of wealth and its complexity in passing these principles on for generations to come.

York, David R. & Howell, Andrew L. (2015), Entrusted. Utah: YH Publishing, LLC

 

We value our relationship with you and your family and welcome the opportunity to discuss further.  Please take a few minutes to listen and don’t hesitate to reach out if we can be of additional assistance.

 

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