10 Questions to see if your family is ready to manage their inheritance

Preparing for Wealth Is the Key to Retaining it

FACT – 70% of all wealth transitions from one generation to the next fail (Institute for Preparing Heirs)

Sad, but true. The main reason that the majority of wealth transfers to the next generation fail are not due to estate planning issues or poor tax advice or bad investment decisions.

Read the full Preparing for Wealth article here.