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For many wealthy families, keeping alive financial legacies for future generations is top-of-mind. But aside from passing down financial assets, what about sharing the values behind the original wealth creation?

At the 2017 Ladies Luncheon, we discussed how the changes we experience in our lives present unique opportunities for growth.

Valuing and exercising stock options can be complicated, and any decision to exercise an option should be made in a broader financial planning context.