Authored by: Frank Roebuck

Optimizing Wealth Transfer for Families: A Focus on Next Gen Investors

Most families of significant wealth inevitably grapple with intergenerational wealth transitions. While shifting the responsibility for a family’s long-term financial health can be a challenging endeavor, generational transfers are also an opportunity for families to take a fresh look at their financial goals. With this in mind, we advocate a three-part framework for families seeking to integrate members of the next generation into the wealth management process, which focuses on engagement, education, and empowerment.