February 2020 - Triumph Wealth Management, LLC

Monthly Archives: February 2020

Passing the Baton
25 Feb

Passing the Baton

One of the honors that I have is sitting down with business families and helping them work through generation transfer. For example, I was involved in a meeting between a father and son. They were discussing the logistics of passing the baton to the next generation. This was a very important and detailed discussion that […]

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