Expert Video Series
Thought leaders sharing their wisdom on legacy and promoting the longevity of family businesses
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Paul and David Karofsky
Charles Lowenhaupt
Paul and David Karofsky
Founder/CEO and President of Transition Consulting Group
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- 1. Why should families capture their stories?
- 2. What are some of the key challenges that family enterprises face?
- 3. How can stories help families address these challenges?
- 4. What are some of the ways stories can help the next generation?
- 5. Give us an example of the impact that these stories have had on a client of yours.
Charles Lowenhaupt
Chairman and CEO, Lowenhaupt Global Advisors
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- 1. What is Lowenhaupt Global Advisors?
- 2. What is legacy and why is it important?
- 3. Why is legacy difficult to articulate?
- 4. How does one educate the next generation about the importance of wealth management?
- 5. What aspects of a family’s legacy are most important to preserve?
- 6. What issues does this process help solve or prevent?
- 7. How does one communicate legacy?
- 8. What is freedom from wealth?