Bernstein Report - Multigenerational Wealth Management: Getting a Legacy Up

Resource Center

by Bernstein Wealth Management Research Reports

Time and taxes will erode even the greatest fortunes without the right investment and inheritance plans in place. But the planning required can be complex and the choices intensely personal: How much should the senior generation keep in their estate? How much can they transfer to their descendants, or to charity? And when? In our new research study, Multigenerational Wealth Management: Getting a Legacy Up, we use quantitative analysis to take some of the financial guesswork out of the equation. The potential benefits, in peace of mind as well as in dollars and cents, can be substantial.

Learn more about effectively preserving wealth for future generations by downloading this document.