Families face enormous complexity in developing and maintaining a plan to preserve their assets for future generations.
Take the historical examples of Cornelius Vanerdbilt and John D. Rockefeller. Each amassed more than $100 Billion in today's dollars. Yet, in less than 100 years, the Vanderbilt forutne had all but disappeared while the Rockefeller legacy continues to grow.
How can the end results be so different? A cohesive plan designed to pass assets to your children in a wat that ensures their well-being while preserving assets for future generations.