Current research reveals that we are in the midst of the largest generational wealth transfer in history. Unfortunately, wealth doesn’t always come with the wisdom or the values of the people who generated it. This presentation defines the tools used by wealthy families who have successfully passed on their values and assets to the next generation. Your future estate planning should not only include preparing your assets to be transferred; it must also include preparing your heirs for their future responsibility. Join us before the holiday season begins to prepare you for generational-changing conversations.