What High Net Worth Families Should Ask About The Great Wealth Transfer

11/11/2025 34 min Episodio 229
What High Net Worth Families Should Ask About The Great Wealth Transfer

Listen "What High Net Worth Families Should Ask About The Great Wealth Transfer"

Episode Synopsis

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About The Great Wealth Transfer. To help prepare you, I've invited my good friend, Gretta Zutz, to join us. She is a seasoned financial professional serving a diverse clientele from artists to CEOs. She's passionate about educating clients on building legacies, providing solutions for businesses and individuals focused on longevity and sustainability, and is a proud member of WIF or (Women in Insurance and Financial Services).   To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/

More episodes of the podcast 3 Questions