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What is family wealth continuity planning?

Ask the Professionals - July 2018

Written by Dave Lee
July 11, 2018

The concept of continuity applies to a family with regard to wealth and transition to future generations.

From financial counsel on managing your wealth to careful to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.  Having a documented and agreed upon family vision aids you in communicating your family’s purpose, not just to family members, but to others as well.  

Some planning questions to consider are:

•   How do I develop my family financial philosophy and governance structure?

•   How do I foster financial literacy?

•   How do I educate my family around wealth to ensure they become responsible stewards?

 Financial independence comes with responsibility and the need to ensure the family’s well-being now and in the future.