Children and Grandchildren Should Be Ready for Their Roles as Inheritors

Overview

Wealth creators can be busy with their businesses and community obligations and neglect the important step of passing down the knowledge and tools necessary for a successful wealth transition. Or sometimes they simply don’t know how to start. As an inheritor, this can leave you in an awkward position, not knowing what's expected of you, what role you should play, and how you should prepare. It's an all too common situation. Empower yourself with knowledge and skills to help yourself and the wealth creator make the best decisions for themselves and your family's legacy. 

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