Wealth Strategies

Some inheritances arrive as checks in the mail. Others come with the weight of one generation’s dreams and fears. Over the next two decades, an estimated $84 trillion will change hands in the United States—a once-in-history transfer of assets from baby boomers to millennials.

Affluent families don’t just create their legacies by happenstance. Teams of experts, carefully constructed plans and strong core values about how to build and preserve wealth solidify their generational ties.

Even if you work with a trusted financial advisor, you may be overlooking some crucial aspects of your holistic wealth management journey. Financial advice has evolved over the years, and while the industry has made significant progress in building deeper connections with individuals and families by understanding their motivations and goals for wealth creation, important components may still be missing.