Whether it is planning for your business succession or assigning assets to younger generations in your family, how do we prepare both sides of a wealth transfer for success?
On Thursday, August 25th, 2022, Stonebridge Capital Advisors held its annual Wealth Management Forum. Hear from our incredible expert panelists – Steve Wormley, CPA, Sophia Grotkin, JD, and Robert Kincade – as they dive in on how to best approach wealth transfer from various perspectives.