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Win the Lottery, Become an Instant Millionaire! But How Do You Keep Your New-Found Wealth – and Your Privacy?

Win the Lottery, Become an Instant Millionaire! But How Do You Keep Your New-Found Wealth – and Your Privacy?

by FamilyTrust | May 21, 2014 | Asset Protection, Trust & Estate Blog

We’ve all fantasized about hitting the lottery and winning millions of dollars at one time or another. It’s hard to resist buying a ticket or two when the jackpot hits $100M or more. But what happens if you actually win? Would you be ready to handle your...
Family’s Human Capital and Advisor Team Provide Foundation For Successful Wealth Transfer

Family’s Human Capital and Advisor Team Provide Foundation For Successful Wealth Transfer

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...

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