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Conversations with Tom Deans – Ep. 1 – Intergenerational Wealth Transfers & Will Planning

This week we are excited to be launching our interview series, Conversations with Tom Deans. Tom is an internationally renowned speaker whose books on family business and estate planning have sold over 2 million copies. In the series, Tom will be directly addressing the questions we hear again and again in family meetings with our clients and their advisors. We hope you find value in hearing Tom’s perspective on wealth transfer, succession, and the true meaning of legacy.

Please email Pat at for a free copy of Tom’s book Willing Wisdom.

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