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How You Can Ensure Next Gen Is Ready for Wealth Transfer


In this episode of Rule Breaker Investing: Authors in August, Motley Fool co-founder David Gardner chats with Amy Castoro, co-author of Bridging Generations. Castoro is president and chief executive officer of the Williams Group, and she specializes in working with high-net-worth families to prepare the next generation for a successful transfer of family wealth and values for a sustainable legacy. Find out what usually goes wrong with wealth transitions and learn how to avoid those mistakes in preparing the next generation for its inheritance.

Also, get a sneak peak at what's coming up next week on the Rule Breaker Investing mailbag episode.

To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. To get started investing, check out our quick-start guide to investing in stocks. A full transcript follows the video.

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Source Fool.com

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