Empowering Beneficiaries Information

Empowering Beneficiaries serves as a resource to families to empower the next generation of family wealth. G1 family members (parents) are encouraged to use their wealth in a way that provides heirs the opportunity to create their OWN legacy. G2 family members are given resources to help them be empowered by inherited wealth. Families are provided tools that support: • Wealth Transfer Preparation/Training • Family Business Succession • Family Governance • Family Philanthropy Thoughtful planning combined with the proper tools and training can lead to exciting results for each family member today, and for generations to come.