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Ensuring Your Clients' Family Investment Legacy - Blues Square Video Series
2020-06-02 • 6 minute video

Focus on where the puck is going Join Duncan in this episode of the Blue Square Video Series as he discusses the importance of continuity, succession and family investment legacy planning with your clients to ensure they grow further into your process as their life unfolds and their needs evolve.

To learn more about continuity and succession, we recommend reading Intergenerational Wealth Expert Tom Deans’ book: “Every Family’s Business” and checking out his website at:

Also, look out for an upcoming webinar Tom and Duncan are planning, details to follow!

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