Once the mechanics of the wealth transfer plan are in place and understood, we find that our clients are increasingly concerned with preparing the family to receive the wealth. Very often, these concerns are expressed in several specific ways:
We want to pass wealth to our children in a way that ensures their well-being."
We want to tell and preserve the story of how our family wealth was built and the importance of the family's history."
We want to create both a philanthropic philosophy and a vehicle to carry forth the values we hope our children and grandchildren share."
We want to structure a plan that will allow future generations to make their own imprint on the wealth we've created."
As a result, we have developed three key principles and related best practices for sustaining your wealth and legacy across generations.
This initiative includes online educational resources and multi-generational family workshops.
Our approach to these principles focuses on bringing the best practices that support each principle to life.
To help you develop these practices, we have created a variety of resources to start your thinking on legacy planning below:
Questions About Our Firm
Joshua S. Miller, CFP®, Senior Wealth Strategist
Family Legacy: G2G Impact
Learn more about the three key principles and best practices for sustaining your legacy across generations.
Judy: Legacy Planning
Watch video (1:03)
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