Estate & Succession Planning
MarketCurrents’ first Family Office Series report of 2018 reveals how to navigate the complexities of estate and succession planning from start to finish. Doing so successfully is key to ensuring the longevity of a family’s wealth and legacy.
Because family wealth rarely makes it to the fourth generation, we spoke to fourth and fifth generation family members. They share first-hand experience about what it takes to successfully transfer wealth and prepare the next generation to take on roles in a family enterprise.