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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.
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