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Endowing legacy properties with Winged Keel Group Principal Mark Richards
Manage episode 430430721 series 3021995
Contenuto fornito da Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
How can an endowment help a family preserve a legacy property?
Mark Richards, a Principal at the independent life insurance brokerage firm Winged Keel Group, has spent decades helping families preserve their assets, and in this conversation, he shares the value of endowing legacy properties and how estate managers can support their principals in the process. Tune in to hear his take on how an endowment can help cover ongoing maintenance, the benefits of endowments when it comes to family dynamics, and tips for estate managers who want to start the conversation.
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The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.
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