Without You at the Helm—Is Your Family Ready to Manage Your Wealth?

Research indicates that multigenerational involvement is the single most important factor in sustaining family wealth into the third generation and beyond. Furthermore, the families that most successfully integrate younger members into their family operations seem to share the same philosophies and core values. It’s a family enterprise mindset that prepares the rising generation to be able to step in immediately and manage the family’s financial assets, run the enterprises, and preserve the culture and legacy.  While it is never too early to educate and prepare your children, it is also never too late. The most important thing is getting started.