OLWI Phase II
Preparing the Legacy for Transfer
Phase I of our journey was all about exploring your legacy to uncover your Sankofa View (inherited wealth), Phase II is all about preparing the legacy for to wealth transfer to "The Business of You".
Our Wealth Intensive II gave us a glimpse of your window of opportunity. Throughout Phase II we will work together to unpack the contents of your window so you can complete the transfer of your legacy wealth promise.
