Freedom Within a Framework: The Key to Raising Responsible Owners of Wealth


Though the challenges to successful wealth transfer across generations may seem overwhelming, they can be overcome. Success requires a commitment of time and energy by the entire family, as well as input from friends, teachers and professional advisors. And it all begins with two core principles: communication and education. Heirs are much better prepared for their inheritance if they become educated about both the opportunities and the challenges of living with wealth and develop the ability to recognize attitudes and emotions related to wealth. The results

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