Library

George Marron, CFP®

Senior Wealth Management Consultant

Financial Planning » Three Essential Components of a Family Wealth Succession Plan

June 23, 2016 | Wealth Management

Sustaining family wealth across multiple generations is difficult. So difficult, in fact, that there are numerous proverbs from cultures around the world that describe the problem: “Shirtsleeves to shirtsleeves in three generations” (U.S.), “from barn stall to barn stall in three generations” ( …


Loading...