Serious Coin
Serious Coin
Kelly Willis Green
Transferring Wealth with Danielle Saputo
32 minutes Posted Mar 14, 2022 at 3:38 pm.
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Will talking to my family about our wealth create a sense of entitlement? It’s a concern that lingers in the minds of many wealth holders, according to Danielle Saputo, wealth legacy coach and third-generation member of one of the 500 richest families in the world. In Part Two of our wide-ranging two-part interview, we talk about the importance and the challenges of continuity planning within multi-generational families. Danielle shares the four most common ways families transfer wealth, the one piece of advice she has for anyone setting up a family trust, and what she’s doing to ensure her daughters grow up feeling empowered, not entitled around money.