We engage with families to address their generational planning and wealth transfer needs.  Studies have shown that up to 70% of family wealth is lost by the second generation and up to 90% is lost by the third generation.  That means that only around 10% of family wealth makes it to the fourth generation.*  We guide families on how to avoid wealth transfer failures through a customized process of establishing family values and governance. 

 

*“Generational Wealth: Why do 70% of Families Lose Their Wealth in the 2nd Generation?,” Nasdaq, 2018