Key to succession planning is having a team with that critical combination of technical expertise in the relevant fields of estate and trust planning, but also a history of advising the wealthiest families in approaches that can then be successfully deployed and tailored in the service of new clients who might have similar characteristics.
Goldman Sachs puts clever thinking at the heart of its offering but combines it with a growing emphasis on the need to work holistically with its clients on their plans and legacy.
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