Pendleton Square is committed to thought leadership and beneficiary education as an essential element of our service offering. We recently hosted a program in Atlanta entitled “Integrating Life, Wealth and Trusts.” The event featured thought leaders and authors, David Wells and Frazer Rice, in a moderated discussion integrating the topics of wealth, family business and estate planning structures. Succession and legacy planning conjure important conversations and an intense need for collaboration. David and Frazer offered an in-depth conversation about how to effectively craft a family legacy.