Striving to preserve family wealth and preparing heirs for the responsibility of succession requires complex planning driven by each family’s unique values.
We work with multi-generational families helping them develop strategies around what can be an overwhelming task of how to tackle their complex financial life.
Together, we create solutions that help bridge the gap from where they are now and where they want to be in the future. Emotions can ride high and can get in the way of making smart, well-informed, logical decisions. We are the sounding board guiding families through the noise to clarity and helping them be confident stewards of their family wealth.
70% of wealthy families lose their wealth by the second generation and 90% by the third generation.*
Preserving Your Wealth
Taking Care of Your Heirs
Safeguarding Your Assets Against Being Unjustly Taken
Source: *Nasdaq.com on Personal Finance. "Generational Wealth: Why do 70% of Families Lose their Wealth in the 2nd Generation?", contributor David Kleinhandler, published October 19, 2018.