Lisa is the Founder and Managing Partner of The Wealth Counselor, LLC, where she serves families with over $10 million in complex, multigenerational wealth. In this episode, she revealed how affluent families approach legacy planning.
Lisa is the Founder and Managing Partner of The Wealth Counselor, LLC, where she serves families with over $10 million in complex, multigenerational wealth. In this episode, she revealed how affluent families approach legacy planning.
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