At A Glance
- FocusPreparing heirs, not just accounts
- FormatGeneral guide, not personalized advice
- CoversValues conversations, education, timing
- Useful forMulti-generational families
What's in this guide
Family conversations
How families approach sharing as much — or as little — of a plan as everyone's ready for.
Next-gen education
Why building financial literacy with adult children before a transfer tends to go better than after.
Transfer timing
How gifts and transfers get sequenced so they land at a time and in a form a family can handle well.
Why this matters
The biggest risk to generational wealth usually isn't the market — it's an heir who receives money without the context or preparation to steward it.
This is general information. For guidance specific to your family's situation, a financial planner or estate attorney can help.