What you need to know to preserve your value and your values

February 14, 2014 by Tom

In a recent WSJ WealthAdvisor article, Norb Vonnegut touches on some particular ideas that are very helpful in managing and passing family wealth. He discusses some firms, and some principles, absolutely necessary to pass effectively pass wealth for the good of future generations as well as for preservation of that wealth. I highly recommend this article.

MWR

HOW TO GET TO OUR OFFICE:

From the South: Follow I-25 North past C470 to exit 199 for Belleview East, following off the exit to the right. At the third light (Ulster), turn right. Ulster turns into Prentice, and the Edward Building is on the right, which is the southwest corner.

From the North: Follow I-25 South to exit 199 for Belleview east. Turn left at the bottom of the exit onto Belleview. At the third light (Ulster) turn right. Ulster turns into Prentice, and the Edward Building is on the right, which is the southwest corner.