Educating heirs about the structure and purpose of the legacy is essential to preparing them to responsibly manage and protect these assets in the future. Successful generational wealth planning ...

The transfer of generational wealth stands as a looming challenge for the trust industry and family offices. The fundamental principles that have long underpinned successful family office ...

But hard work is only part of the process: You’ll also need to take additional steps to secure your legacy as a provider ... one of the most powerful generational wealth-building tools available.

While the term typically is defined as legacy wealth, consisting of assets, estate property, money, stocks, bonds or a family business, it extends beyond finances. Generational wealth also ...

Building generational wealth is vital to protecting your loved ones and establishing a legacy. Yet, it’s not just a matter of earning a lot of money and passing it on. There are certain ...

The start of a new year is a time for families to reassess their financial goals and think about the legacy they want ... make all the difference. Generational wealth isn’t just about having ...

Andrew Pitcairn emphasizes long-term family governance and communication for sustaining multi-generational ... a 140-year legacy, Pitcairn understands the challenges of sustaining wealth across ...

Building generational wealth effectively also means having a well-thought-out transfer strategy. “Effective legacy planning isn’t just about passing down assets — it’s about preserving and ...