Bridging Wealth and Legacy: Preparing the Next Generation with Dr. Karen Weisgerber - Always On with Duncan MacPherson Podcast, Ep. 71

In this episode, I sit down with Dr. Karen Weisgerber, Principal Consultant at Cambium Consulting Group, and a seasoned expert with over 30 years of experience in wealth creation and inheritance. As a faculty member of the Institute for Preparing Heirs and a thought leader in wealth transfer and philanthropy, Dr. Weisgerber dives into the most pressing concerns facing affluent families today.

Key discussion points include:

• How financial professionals can integrate legacy planning into their deliverables.
• Strategies for effectively communicating wealth transfer processes to clients.
• Practical insights for advisors to apply both professionally and personally.

Dr. Weisgerber's extensive academic background, including a PhD and a postdoctoral fellowship in neuropsychology affiliated with Harvard University, lends unique depth to the conversation. This episode is a must-listen for financial advisors aiming to address the nuanced needs of wealth creators and their heirs.

Stream the full podcast for these, and more, valuable insights at one of the following links:

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