Multigenerational Family Wealth Guide
Successfully creating and managing multigenerational wealth is about more than simply acquiring money to pass down to future generations. It's also about passing down your family values so you're loved ones can use the wealth they inherit in a way that helps them find JOY in their journey.
This guide covers:
- - The benefits and challenges of multigenerational wealth
- - Avoiding the “third-generation” curse
- - The importance of shared family values
- - Navigating potential tax hurdles when passing down assets
- - And more!
