As the widely popular HBO show Succession reached its series finale, Angie Spielman, Founding Partner and Financial Advisor, shared her experience working with ultra-high net worth clients similar to the Roy family.

Angie spoke to Financial Planning about the challenges in estate planning with clients who have worked hard to accumulate their wealth, along with a client’s need to have a team of advisors who can create a strong succession plan for an unexpected life event.

Logan’s reluctance to allow his children to benefit financially from his hard work and success is fairly common when estate and succession planning with ultrahigh net worth individuals. The idea of Logan having to ‘let go’ of his wealth was very realistic as that conversation is a difficult one to have with those that have worked hard to accumulate it.”

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