Beating the Odds

As advisors to wealthy families, we have a responsibility to help clients plan for the future and prepare for unpredictable events. The start of a new year is the perfect time to begin discussing a more intentional planning process that families with multi-generational wealth should consider. We've all heard the nightmare scenario of the wealthy matriarch or patriarch who dies unexpectedly with a

As advisors to wealthy families, we have a responsibility to help clients plan for the future and prepare for unpredictable events. The start of a new year is the perfect time to begin discussing a more intentional planning process that families with multi-generational wealth should consider. We've all heard the nightmare scenario of the wealthy matriarch or patriarch who dies unexpectedly with a will that's so outdated that all of the assets go to a long-ago divorced spouse, leaving the curr

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