Article Title

Book Review: Legacy


Jackie Phillips


family wealth, wealth decision-making, book review, financial therapy


Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions provides insightful, practical advice for leaving a legacy and making decisions. The book provides real-life examples of how individuals can discover and secure the “whys” needed for themselves when making decisions. It also provides questions and steps that financial advisors can take to get their clients to identify their values and think about how their decisions can support said values in the long-run.

Creative Commons License

Creative Commons Attribution-Noncommercial 4.0 License
This work is licensed under a Creative Commons Attribution-Noncommercial 4.0 License