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LVW Advisors CEO and Founder, Lori Van Dusen, CIMA®, recently shared her insights with Rochester Business Journal on guiding families through the Great Wealth Transfer. Lori highlighted the importance of multigenerational planning, integrating investment management, estate and tax coordination, philanthropy, and family governance. She also discussed the emotional and generational complexities of wealth transfer, helping families align around shared values, and mentoring the next generation of leaders to work successfully with client families through this transition.
