Inheritance is not only about the money, but also about individual and family priorities, decisions, purpose and passions in life. Studies reveal that 90 percent of wealthy families will have lost the family wealth by the end of the third generation. The demise of wealth lies in the fact that heirs have not been sufficiently prepared to receive wealth or learn about stewardship of the family assets.
A shared understanding of core family values is key to ensuring a smooth inheritance. Often, a parent or grandparent is responsible for guiding a conversation about family values, but as an advisor, you can play a leading role in framing the discussion.
Schedule your consultation today.
Not enough time to meet with a Financial Advisor?
Enjoy sitting at your office or home with your computer and let us do a virtual financial plan with our certified financial planner
© Copyright 2017 Palmer Nunn, Inc, All Rights Reserved. | Website Design by WABW Media Group