Preparing for the Windfall

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.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.