A Roadmap for Managing Family Wealth Across Generations

While each family office has its own unique makeup and course to success, there are many recurring themes over the years which, when aggregated, form something of a roadmap which can be used to help guide other families on their own unique journeys—be they new to wealth or several generations deep. Against that backdrop, this eBook brings collective insights and experiences to help families achieve successful intergenerational wealth transfers. The roadmap outlines seven key steps, beginning with defining the family vision and values and moving toward the last step of preparing the next generation.