A record wealth transfer is underway. Over the coming decades, trillions will pass from one generation to the next. For ultra-high-net-worth families, this transition carries both opportunity and risk. Assets may be transferred with the stroke of a pen, but preparing...
When ultra-high-net-worth individuals think about legacy, the first thought often revolves around wealth preservation. How do we ensure the assets we’ve built endure? How do we pass them on effectively? Yet, when legacy planning is reduced to numbers and legal...
