Financial Poise

All Articles by Robert Legan

Robert Legan

About Robert Legan

Robert Legan leads Whitnell’s Family Office Services practice, serving as a strategic advisor for families to help preserve, grow, and transfer family wealth. Robert is passionate about helping families navigate the complexities that come with wealth and collaborating with family members and advisors to implement integrated solutions.

Family Wealth Preservation

2 Crucial Tips for Preserving Multigenerational Wealth

Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise.

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a family sits on a lawn, representing managing family wealth and legacy

6 Ways to Manage Family Wealth and Create Your Family Legacy

Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family’s purpose.

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