For many high-net-worth families, preparing heirs for a significant inheritance involves reinforcing values and behaviors intended to preserve family wealth across generations.
Implementing family governance gives high-net-worth families a framework to engage the next generation in your estate planning.
Assets that have sentimental value for you and your family present unique estate planning challenges. Read about estate planning considerations for passing down art, collectibles, or other valuable personal property such as family heirlooms, vintage cars, or jewelry.
Estate planning for family real estate assets such as a family home, land, farm, or ranch has unique challenges and considerations. Read about strategies for the transfer of ownership and continued management of your family’s real estate property.
What is a dynasty trust? Read about advantages and considerations of a dynasty trust, and how one benefits several generations of the grantor’s descendants and supports transfer tax planning.
