Sunpointe Investments President Jack Dwyer, CFA®, CAIA®, recently joined George Grombacher on the Aligned Money podcast to discuss legacy planning for families, and the role an advisor can play in facilitating these conversations. George and Jack also shared their own experiences as fathers trying to encourage their respective children’s philanthropy.
Jack’s difference making tip was the important of putting your plan in writing with a trusted professional. Whether it is a target asset allocation, budget, or family mission statement, documenting your beliefs in writing significantly increases the likelihood of sticking to them during times of stress.
Listen to learn more about Jack’s insights on legacy and intergenerational wealth here.
