ISSUE 17§“Communication is the cornerstone ofsuccessful legacy planning. Families need tohave open dialogues about their legacy goalsand involve heirs in the process. This ensuresthe family’s vision and values are upheld.”Legacy Planning:Creating Iconic Family WealthWritten by Peter Salkeld, Joint Managing DirectorLegacy planning is about more than safeguarding your assets—it's about creating a lasting impact andensuring your family's financial security for generations to come. It's a journey that combines strategicfinancial planning with a personal touch to preserve wealth, values, and traditions. Figuring out how tocreate your own dynasty isn't always easy. By thinking like an icon and planning strategically, you can build alegacy that stands the test of time. Here, we'll explore practical guidance and expert insights from Blacktoweradvisors on how to manage and preserve wealth across generations.44
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