“Historically, advisors have approached multigenerational planning by preparing assets for the family. However, to achieve true success, advisors should flip their thinking and prepare the family for the assets."

Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director of Regent Peak Wealth Advisors, highlights three tactics advisors can implement to prepare families for wealth transfers while maintaining their peace of mind.

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