The Prosperity Pathway: From Wealth Creation to Legacy

The Great Wealth Transfer presents numerous challenges to wealthy families, with over $100 trillion of wealth expected to pass between generations by the end of this 30-year phenomenon. From different views and perspectives within families, to misaligned expectations and disappointment, to family disagreement and outright conflict, there are many issues to navigate. So far, the biggest difficulties faced by both advisers and families have included a lack of planning, communication and readi...