Updated Monday, October 20, 2014 as of 7:22 AM ET

Legacy Planning: Beyond the Wealth Transfer

What is this wealth supposed to accomplish? It's a question that many wealthy clients confront as they begin to think about what to do with their fortunes beyond providing for their families.

“They realize that there is more to this process than accumulating family wealth,” says says John Nersesian, chair of the board of directors of the Investment Management Consultants Association.

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