The successful transfer of the wealth to the next generation is the single biggest decision a high net worth family will face. Historically 70% of all family wealth transitions are unsuccessful and result in family assets and harmony among family members being lost sometimes permanently. Is your family at risk?
In this workshop families learn how family dynamics play a crucial role transitioning wealth to the next generation. This session focuses on 10 inheritance conversations families can have now to prepare for successful wealth transfer.
Families who attend this session obtain a copy of the Institute's Family Workbook. This Workbook contains the conversations required, along with family guidelines which can be used by families to have family wealth conversations in order to begin preparing for the successful wealth transfer.