Building a Strong and Connected Family of WealthBuilding a Strong and Connected Family of Wealth

Your client has accumulated so much financial capital that it will outlast them. Now it’s something else that keeps them up at night:  “I don’t want the money to mess up my kids or my relationships.” After thinking about how to handle these concerns, they’re in your office requesting a financial education program for their kids and advice on what they should or shouldn’t do regarding gifts or inheritance.  

As an advisor, this is where things get interesting. From experience, we know that while both financial education and a well-structured estate plan are important, these alone simply aren’t enough to combat the risks and adaptive challenges of significant wealth.  

You have an important opportunity here to deepen and broaden your client’...