by FamilyTrust | Oct 23, 2013 | Advisor Team, Estate Administration, Family Succession, Legacy Resources
Families who successfully transfer their wealth from generation to generation focus on their human capital first. Their secret is to begin with values and include all four wealth pillars. They build strength and communication within the family, customizing...
by FamilyTrust | Oct 21, 2013 | Definitions, Estate Plan, Family Preparation, Legacy Resources
1 Pillar of Support Compared to 4 — Focus on Life and Living Purpose, alignment, trust and communication- building and preparedness are about life and living. Focus on people first. In a study of 2,600 adult children and parents, when asked to choose only one of...
