Intergenerational Wealth Management
Managing significant wealth goes beyond one’s lifetime. The stewardship of an estate becomes the duty—at least partly—of the family members who remain. This is intergenerational wealth management, the subject of this report.
Dec 14, 2022|General- 1 min
Those fortunate enough to have more wealth than they need for their retirement must decide how their estate will be managed after their passing. Navigating this process is never easy. Many families choose to engage professionals to manage intergenerational wealth.
Download this whitepaper to learn more about:
The questions to ask when deciding how the estate will be managed after one’s passing
The dangers resulting from problems between the heirs
The importance of having a clear plan about the circumstances, goals, and planned financial trajectory of the benefactor.
About The Family Office
Since 2004, The Family Office has been the wealth manager of choice for more than 200 ultra-high-net worth families and individuals, helping them preserve and growth their wealth through customized solutions in diversified alternatives and more. Schedule a call with our financial experts and learn more about our wealth management process.