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Money on the Move
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1 Articles
Money on the Move
Rob Edwards is a nationally recognized adviser who helps millionaire families navigate the complexities of their wealth. At Edwards Asset Management, he helps clients build thoughtful, long-lasting legacies—not just financial plans. This interview has been edited for length and clarity. SUCCESS+: What exactly is wealth succession planning, and how is it different from just writing a will or naming beneficiaries? Rob Edward: Wealth succession is…
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