Preparing for the Assets

Preparing for the Assets

Help client-families understand their “why?”

Family offices may be familiar with the Chinese proverb: “Wealth does not pass three generations.”  “Shirtsleeves to shirtsleeves in three generations” is the American equivalent, and the same phenomenon is found throughout the world. In England, they say, “Clogs to clogs in three generations.” In Italy it’s, “Fr

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