Taking the Wheel: Empowering Adult Inheritors

Finding your voice as an adult is a difficult process for everyone, but can be especially challenging when you grow up in a family of wealth. Perhaps you already control some or all of your inheritance or maybe you soon will. Learning the rules of the road can make you more comfortable, confident, and independent as you choose your destination, plan your route, and safeguard yourself and your passengers. Wherever you are in the process of taking control of your own wealth, it’s important to ask yourself the five fundamental questions and heed insightful advice as you find your own answers.