When wealth is passed on to the next generation, 70% of high-net-worth families experience a significant loss of assets. To address this issue, our founding principal and managing director, Craig Robson, CFP®, CIMA®, CDFA®, details the importance of interfamilial dialogue and clear communication in order to preserve wealth across generations in an article for Wealth Solutions Report.

Craig highlights how a family's trusted family advisor can play a pivotal role by initiating and guiding conversations with the younger generation about estate management, outlining financial responsibilities to heirs, and involving the family's network of experts for more comprehensive estate discussions.

Article HERE