The 25 Best Practices of Multi-Generational Families

Overview

The odds of sustaining wealth across generations are low, and studies show that less than three percent of failures stem from poor estate planning and poor investment returns. This implies that there are other circumstances that have a far greater impact on the ultimate success of wealth transfer. Through internal research and collaboration with experts over the years, 25 non-financial best practices were identified to enhance a family’s ability to sustain their wealth across generations.

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