Tag: Succession Planning

How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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Teach Your Kids Lifelong Lessons About Personal Financial Management

No doubt, your children will absorb a lot of information about many different things while they’re in school. But one thing they probably won’t learn much about in school is personal finance. The ironic thing is that personal financial management is one of the most practical, hands-on skills young people can learn today. Nothing against […]

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