FOREWORD | OUR RESEARCH | 2020 AND COVID-19 | 1. TRANSPARENCY | 2. RELOCATION | 3. FAMILY & GENERATIONAL WEALTH | 4. THE ADVISER OF THE FUTURE | ABOUT BDO
NEWVALUES LEGACY & RISK | QUESTIONS LINGER OVER ESG & IMPACT | PHILANTHROPY TRANSDFORMED? | THE IMPACT ON LEGACY | THE SUCCESSION PLANNING STRUGGLE | CONCLUSION
PRIVATE CLIENT SERVICES
FAMILY & GENERATIONAL WEALTH
NOVEMBER 2020
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