Is Your Wealth Ready for the Next Generation?
You’ve worked hard to build your wealth-but is your family prepared to manage it? Without a clear strategy, generational wealth can be lost in just a few decades. Use this Next-Gen Readiness Check to uncover potential gaps and ensure your legacy stands the test of time.
| Questions | Yes | No |
|---|---|---|
| Have you set up a mentorship program to guide your heirs post-inheritance? | ||
| Are your heirs aware of the risks of overspending or lifestyle inflation? | ||
| Do your heirs understand the importance of philanthropy in your legacy? | ||
| Have you created a family mission statement to guide wealth usage? | ||
| Have you ensured your heirs understand the value of diversification? | ||
| Do you have a plan to transfer digital assets (e.g., crypto, online accounts)? | ||
| Are your heirs educated on managing investments in volatile markets? | ||
| Have you documented all financial accounts, assets, and passwords securely? | ||
| Are your assets structured to protect against divorces or lawsuits? | ||
| Have you stress-tested your estate plan for legal vulnerabilities? | ||
| Do your heirs know where to find your key financial documents? | ||
| Do you have a plan to protect your wealth from geopolitical instability? | ||
| Have you created a legacy that inspires your heirs to build on your success? |
About
I provide individual investment and wealth management services for private clients and companies. I've been trusted by clients, large and small to manage, and preserve their wealth. How can I help you with yours?