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Office Closed for Thanksgiving: Be aware that the Delap office will be closed from Saturday, November 18, to Sunday, November 26, 2023. Our team works hard to deliver exceptional service to our clients, and we are rewarding our team with an extended Thanksgiving holiday. We will be happy to address needs that arise upon our return.
In this episode of Success That Lasts, Jared Siegel unpacks structural capital, financial capital, and related topics. He shares insights about wealth succession and how families can ensure their heirs are fully equipped to inherit wealth.
Tune in here, at delapcpa.com/podcast, or wherever you listen to podcasts:
The Checklist Manifesto by Atul Gawande
Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy Williams and Vic Preisser