Family Wealth Education: A Guide To Securing Your Family Legacy
by Sequoia Financial Group
by Sequoia Financial Group
Download Now – Family Wealth Education A Guide To Securing Your Family Legacy
Many high-net-worth (HNW) and ultra-high-net-worth (UHNW) families worry about their heirs’ capacity to manage, maintain, and grow the money and business assets they will inherit. And, as research points out, it’s not without reason.
In a one-of-a-kind study, The Williams Group followed the finances of more than 3,200 families over 20 years. The results were startling: seven in 10 families tend to lose their fortune by the second generation, while nine in 10 lose it by the third generation.
So, where’s the disconnect? What’s preventing these families from securing the future they’ve worked so hard to secure? In short, poor communication and poorer family wealth education could disrupt everything you worked and planned for.
In our white paper, “Family Wealth Education A Guide To Securing Your Family Legacy,” you’ll learn what crucial conversations to have with your kids at the appropriate ages to help them build financial understanding.
Whether it’s determining needs vs. wants in elementary school, budgeting in high school, or understanding taxes and retirement as your children enter their first careers, we’ll guide you through the most important topics to cover, how to broach each subject, and what you and your kids should be walking away with.
Family wealth education sets your children up for success and can protect your family legacy. Learn how to do both by downloading “Family Wealth Education A Guide To Securing Your Family Legacy” now.
The views expressed represent the opinion of Sequoia Financial Group. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Sequoia believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sequoia’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. Past performance is not an indication of future results. Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.
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