Posts Tagged ‘Wealth Preservation’
Win the Lottery, Become an Instant Millionaire! But How Do You Keep Your New-Found Wealth – and Your Privacy?
We’ve all fantasized about hitting the lottery and winning millions of dollars at one time or another. It’s hard to resist buying a ticket or two when the jackpot hits $100M or more. But what happens if you actually win? Would you be ready to handle your new-found fame and fortune? The answer is probably…
Read MoreFamily's Human Capital and Advisor Team Provide Foundation For Successful Wealth Transfer
Families who successfully transfer their wealth from generation to generation focus on their human capital first. Their secret is to begin with values and include all four wealth pillars. They build strength and communication within the family, customizing little-known but highly-effective legacy practices and skills to their unique family culture and circumstances. This is what…
Read More