Leaving Your Legacy

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.