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:
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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