Is Your Family Prepared to Deal with Your Wealth?
Is your wealth prepared for your family?
Family life is a journey and any change of direction requires important decisions be made. Whether it’s a decision related to a financial crisis or a liquidity event, a marriage or divorce, wealth transfer, preparing the next generation, or myriad others, all families face important successes, conflicts, and transitions that impact wealth and security. As wealth grows, it often magnifies relationship issues that exist among family members, blurs the lines between love and money, and makes decision-making more complex.
Take our 5-question survey to quickly assess where your family stands with regard to your wealth – and vice versa. When you’re done, we’ll give you more info that can help you now and in the future.