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Endowing legacy properties with Winged Keel Group Principal Mark Richards
Manage episode 430430721 series 3021995
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How can an endowment help a family preserve a legacy property?
Mark Richards, a Principal at the independent life insurance brokerage firm Winged Keel Group, has spent decades helping families preserve their assets, and in this conversation, he shares the value of endowing legacy properties and how estate managers can support their principals in the process. Tune in to hear his take on how an endowment can help cover ongoing maintenance, the benefits of endowments when it comes to family dynamics, and tips for estate managers who want to start the conversation.
Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!
The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.
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