Family Wealth

Trinity Podcast

Navigating the Complexities of Family Wealth Many wealthy families often simply don’t go further than having the best of intentions when it comes to developing a succession plan for their wealth. Today, you will hear a conversation on the topic of Navigating the Complexities of Family Wealth between Charlie Lutz, Class of ’73, president of Intercontinental Wealth Advisors, LLC, and Lu Song, Class of 2011, who has about four years of experience in serving at a Morgan Stanley Wealth Management operation. The songs in this podcast are licensed under: CC BY-NC Artist: Crowander (David Szesztay) Website: crowander.com Album: From the Piano (solo piano) Composition: Humbug, Jerry’s Back, Trrrr No changes were made to featured samples. Music obtained via the Free Music Archive at freemusicarchive.org