Learn three best practices to help families overcome fears of demotivation. Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen
Learn why having an integrated approach is the most effective way to manage multigenerational family wealth.
You understand the importance of educating your family about financial matters and the responsibilities that come with significant wealth. But where do you begin? Learn how to start these important conversations.