TEST 1.1  -  Leaving Your Legacy

Delve into a study of more than 100 large, global families that have maintained successful family enterprises for more than three generations.

Listen in to this brief learning module, as Anne Marie Levin, National Director of Key Family Wealth Legacy Planning Services, and internationally recognized wealth psychologist Dr. James Grubman, tackle the issue of what to do to build your children or grandchildren’s money skills and when to do it.

In this installment of the Key Family Wealth Education Series, Anne Marie Levin, National Director of Key Family Wealth Legacy Planning Services, and internationally recognized wealth psychologist Dr. James Grubman host a lively conversation about what families can do to positively impact the lives of heirs.

We’re conditioned not to discuss money, and for families planning legacies, that can be a problem. In this conversation with clinical psychologist Jay Cherney, PhD., Anne Marie Levin, the national director of legacy planning for Key Family Wealth, dive into the importance of talking about money, and reveal how to do it.

When it comes to passing on an inheritance, financial assets are undoubtedly important, but multiple studies show it's more important to pass on family values, stories, life lessons and traditions.

When most people think about leaving a legacy, they mean leaving financial assets to their children and grandchildren, their favorite charities, and other heirs.

In a previous article, I described legacy planning, the missing piece to traditional wealth transfer planning.

At Key Private Bank, our Family Governance approach starts with developing a family legacy framework that will empower your family to achieve its financial and interpersonal goals.