Multi-Generational Wealth Planning

Once you’re confident that the wealth you’ve built will last, the next question is what it’s meant to achieve and how to make sure it gets there.

Rather than the technical strategies and structures that come with generational wealth planning, this webinar covers the emotional side of the work. It’s about how to make the big decisions and communicate them clearly.

You'll learn:

• The common concerns that keep families up at night
• The importance of getting aligned with your spouse to define a focused purpose for your wealth
• Why fair doesn’t necessarily mean equal when it comes to dividing assets
• How to prepare children and grandchildren for an inheritance without taking away their drive
• What family governance looks like in practice, from regular meetings to assigning roles
• The questions to ask and qualities to look for when assembling your advisory team