Why it matters
Intergenerational wealth transfers are complex, often leaving families fractured and in a precarious state. Fully 70% of wealth transfers fail, 85% of those due to a breakdown in communication and inadequately prepared heirs.
Providing lasting security for a family requires honoring values, thoughtful discussion, planning, and expert consideration of financial outcomes. This is about more than just taxes. Guided, cooperative end-of-life planning prevents the dysfunction that often accompanies death, enabling families to remain both financially and emotionally whole.