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Office Closure: Beginning July 2, the Delap office will close for an interior remodel. The remodel project has been in the works for months and will include an updated reception area as well as new and improved conference rooms. The project is scheduled to last a few months, with the office anticipated to reopen sometime around the holidays. We will continue to assist our clients with their accounting and advisory needs during the remodel, and we appreciate your patience and understanding during this renovation process.
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