You are Always Your Parents’ Next Generation
Will Your Wealth Last for Your Next Generation?
Whether it’s your parents and/or grandparents who have created the family’s wealth, your readiness as a “Nextgener” can have a meaningful impact on your family and your wealth. It also directly affects your own happiness and well-being. Most nextgeners have serious concerns they will some day need to address, ranging from never having talked about the family’s wealth to their role in stewarding and growing the family’s wealth.
Take our 5-question survey to quickly assess where you stand with regard to inherited wealth – your family’s future could depend on it. When you’re done, we’ll give you more info that can help you now and in the future.