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In families with significant wealth, it’s essential that subsequent generations understand the responsibilities that come with privilege. We can help facilitate a family conversation about wealth, stewardship and future generations. We want to ensure that your family does not suffer the fate of so many wealthy families – a loss of the wealth by the 3rd generation. Families that seek advice in defining their wealth and making decisions about it are more successful in protecting their financial legacy.

Timing is important. We believe the right time to discuss expectations isn’t related to the specific age of your children or grandchildren, but rather to the financial maturity that you hope to instill and observe in your heirs before the transfer of wealth.