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Like many families, you may be involved in running businesses or other types of investments together with other family members, but is this necessarily the right choice? Should you consider breaking away and creating your own path. The decision on whether to stick together or unbundle collective assets into separate ownership and investment structures will perhaps be one of the most difficult decisions a family will ever confront. There are advantages and disadvantages to both.

How much capital does your family have? Is there enough to secure a stable and happy future for you and your children, or even for your children’s children? When the topic is one of financial capital, these are likely familiar questions to anyone dealing with wealth transfer concerns. But what many families often fail to see is the opportunity to build “relationship capital” through engaging conversations — a more intangible but equally important step to incorporate when you are establishing your family’s wealth planning goals.