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Generational Success with Inheritance: Develop Balance and Eliminate Sources of Conflict

Generational Success with Inheritance: Develop Balance and Eliminate Sources of Conflict

by FamilyTrust | Oct 24, 2013 | Family Preparation, Family Succession, Legacy Resources

Typical estate plan legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most of these documents do not have language for discussing true wealth – the intangible and...
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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