Whitepapers

Money In Motion

One of the largest transfers of wealth is estimated to occur within the next 40 years; however, many wealthy households are not prepared to appropriately pass their assets to the next generation. 

While it is difficult to face these types of issues, it will become increasingly important for high net worth households to address their elder care and end-of-life issues to ensure they are appropriately investing and preparing not only to retain assets throughout their lifetime but also to pass these assets to their heirs in the manner most beneficial to future generations.

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Money In Motion