Published August 1st, 2021

Family Wealth Continuity: Building a Foundation for the Future

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Most family business owners and wealth creators share an important vision: perpetuating family and wealth for many generations to come. To ensure wealth continuity, many families put into place various structures, plans, and processes, including estate plans (which may include multiple trusts), ownership succession plans, governance structures/strategies, and others.  These sometimes-elaborate plans are aimed at preserving family wealth. In reality, for many families, they don’t.