Three key risks plus tactics to help manage them
Helping Preserve Generational Wealth
This paper is not intended as a universal guide — there is no one-size-fits-all approach
to preserving and transferring generational wealth. Instead, it summarizes the most
significant risks to even the most carefully constructed plans. In our experience, three
primary categories of risk threaten the preservation of generational wealth
1 | You
Quite literally, you are the most significant factor in the success or failure of your wealth’s future.Your actions, decisions, and the conversations you choose to have will echo for generations. Accordingly, we will begin with you.
2 | Government
The government’s influence (through legislation and taxes) over your wealth can fluctuate with political tides. Above a certain threshold, the federal government is effectively a silent 40% partner in your estate, expecting its share upon your passing. We’ll explore how families can navigate this relationship.
3 | Family
As the primary reason for these efforts, family can — intentionally or not — uproot even the best-laid plans.
We’ll examine the many ways this can happen and how to prepare.
We’ll examine the many ways this can happen and how to prepare.
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