Transferring Wealth


While many identify leaving a legacy among their most important life goals, research indicates that only about one-third of wealth transfers succeed after transition*. Equally interesting, a common trait among the ones that do succeed is the ability to sustain a smooth and open flow of internal communications among family members.

That theory is why we have the resources in place to assist with financial management and estate planning details, but we also offer guidance on the critical personal dynamics that represent the key to success in multi-generational wealth transition.

*[Source: The Williams Group,]