We are in the midst of one of the largest wealth transfer eras in modern history. Unfortunately, research has shown that inherited wealth usually does not last through the third generation.
In Preparing for the Windfall, a new white paper from Klingenstein Fields Advisors, we outline the obstacles to successful wealth transfer, and we provide some tips to help you and your family avoid the pitfalls associated with this important goal.
The paper goes beyond the mere “mechanics” involved in wealth transfer, and focuses on the core strategies, actions, and behaviors that have proven to be the primary drivers of success.
To find out more, download the PDF by clicking on the icon above right.