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In this installment of the Key Family Wealth Education Series, National Director of Legacy Planning Services, Anne Marie Levin, leads a discussion with renowned author, family advisor, and researcher Dennis Jaffe, Ph.D.

Listen to Anne Marie and Dr. Jaffe as they discuss how family businesses evolved over generations, from a single founder or business owner to a collaborative group of family "stewards" who advance the family’s vision. Dr. Jaffe also describes how you can implement the values and practices of successful families, while instilling your values, purpose and leadership roles in successive generations.

If you have any questions about this topic or other legacy planning issues, contact Anne Marie Levin.