
Family Wealth Transfer with Paul Deloughery (Ep. 60)
On this episode of The Money is Emotional Podcast, host Christine Luken delves into the intricacies of family wealth transfer with Paul Deloughery, an experienced estate planning and probate litigation attorney with over 25 years of experience.
Paul shares insights from his own journey, highlighting the importance of seeing your family as a championship team with strong communication, shared values, and a collective vision. Together, you can weather any financial storm and ensure lasting prosperity
Gain some insight as Paul shares:
- Why effective communication and preparedness are crucial ingredients for successful wealth transfer.
- The harsh lessons he learnt after receiving a surprising $14million inheritance.
- The relationship between good and bad events in his life.
- Why it is important to educate the next generation.
- The secrets behind creating a sustainable family wealth that spans generations.
- How ultra-wealthy families utilize family offices to maintain financial harmony.
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Connect with Paul Deloughery:
X: Paul Deloughery
Linkedin: Paul Deloughery
Website: Sudden Wealth Protection Law
Quiz: Will Your Heirs Blow Their Inheritance
Book: Lasting Wealth – A Revolutionary Method for Family Wealth Transfer™ on Amazon
About our guest:
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