Finding The “Why” To Your Legacy Goals with Jaleigh White

A self-professed tax and numbers geek, Jaleigh White has found that the true value she and her team provide to business owner families and families of legacy wealth is helping them discover the “why” behind their family’s goals, especially as they’re going through a transition with their business.

Jaleigh enjoys helping all members of the family live a life of purpose and fulfillment throughout the generations, often referring to this help as the human side of legacy wealth. Listen in as Jaleigh talks about some of the issues those with ultra-high net worth are burdened and confronted by.