In conversation with Elizabeth Hart, CEO & Founder, Legacy Wealth Advisors
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In conversation with Elizabeth Hart, CEO & Founder, Legacy Wealth Advisors
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In this episode of the Philanthropy Impact podcast, John Pepin speaks with Elizabeth Hart, CEO and Founder of Legacy Wealth Advisors. Elizabeth shares her expertise in wealth management, succession planning, and family wellness, highlighting how her firm’s holistic approach is transforming the industry. She discusses the importance of aligning wealth with values, the evolving trends in philanthropy, and practical strategies for long-term impact. Whether you're an advisor, philanthropist, or family office professional, this conversation provides valuable insights on navigating the complexities of legacy planning and responsible wealth stewardship.
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