Trusts & Estates
Why Most Families Lose Their Wealth by the Third Generation
Can your clients articulate clear plans for using inherited wealth to build healthy relationships? Do your clients have business succession plans in place for the seamless transfer of family business assets at the right time to the best people? If you struggle to answer these questions with clear and positive responses, you should look beyond common legal tools and help your clients think about the purposes of their wealth. This process can encourage family members to pass on proven spiritual and emotional values before they pass on the value of what they own.
To learn more about why most families lose their wealth by the third generation and to access the article, please fill out the form below.
Topics
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age
This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency.
Learn More
WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.
Learn More
WealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.
Learn More