Get our presentation template for MS PowerPoint and Google Slides to depict how Family Legacy Pyramid helps families simplify the wealth management and legacy planning process.
Grab our Family Legacy Pyramid presentation graphic for MS PowerPoint and Google Slides to depict the framework that defines the goals, wealth, and values that a family hopes to pass down to future generations. The slide will help enhance your viewers’ engagement!
Financial advisors can use this slide to showcase the levels of the family legacy pyramid and their importance in promoting effective communication and facilitating preparation for the seamless transfer of assets. You can further explain how this pyramid plays a crucial part in enabling families to make informed decisions regarding their legacy planning.