Avoid the #1 Mistake Families Make That Destroys Generational Wealth
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4 Conversations Every Family Should Have to Achieve Multi-Generational Wealth
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A step-by-step guide addressing the most important family discussions for legacy wealth builders
Are you confident your family will thrive after you’re gone?
The truth is, most families don’t plan for the emotional and financial challenges that come with passing wealth to the next generation. Without clear communication, even the best financial plans can unravel, leading to conflict, loss, and uncertainty.

But it doesn’t have to be that way.
This step-by-step guide reveals the 4 essential conversations every family must have to:

  • Avoid conflicts over values, assets, and responsibilities.
  • Unite your family with a shared vision for the future.
  • Build lasting wealth that survives generations.
About The Authors

Mark Mollon and Marcella Mollon-Williams are the Co-Founder of Legacy Builder Group, LLC, a holistic coaching and investment firm helping families build wealth with purpose. Legacy Builder Group specializing in wealth preservation, asset protection, retirement planning, tax diversification strategies and legacy planning.

As 4th generation business owners, Mark and Marcella have a passion for entrepreneurship and educating individuals with the knowledge to create a legacy of financial security from one generation to the next.

The sibling duo are both licensed insurance professionals and financial strategist. Mark is also a Registered Investment Advisor with a Chartered Federal Employee Benefits Consultant Designation (ChFEBC℠). Marcella is a licensed Behavioral Financial Advisor (BFA™) with a certification in Cognitive Behavioral Techniques. Their unique areas of expertise give them an in-depth understanding of the mistakes individuals make in their financial planning and provide them with the skills to implement solutions.

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