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/
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