Protecting Generational Wealth

Herein begins the integrated, holistic approach and value of helping keep generational families, businesses and financial wealth intact.

In 3 generations, there are often more family members, more assets, more financial strategies and more advisers both inside and outside. Often, this remains an informal system with a plethora of technical and tactical advice. In an informal system advice is often misaligned and opaque and results become sub par.

The tracked statistic worldwide is that less than 10% of business families succeed in keeping wealth and an overarching legacy intact for 3 generations or longer.

This can be corrected if a family is willing to invest in stewarding their wealth with support.