As many advisors know, financial assets are often a mere byproduct of a productive and focused life. And more and more affluent clients now seek to leave behind a legacy more lasting and meaningful than investment assets alone.
Given the choice between passing on a portfolio of financial instruments or helping the younger generation learn the importance of the client's own cherished core values, the overwhelming majority of investors would prefer the latter -- to pass on the deeply ingrained beliefs and practices that helped them achieve success, and which can also help their heirs lead lives of fulfillment and service.
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