What We Offer | How to begin | Setting up a single family office? | Family Governance | Sale of Company | Succeeding Generation
With 7 or more “yes” answers, you should consider your family very similar to those families that have successfully transitioned their wealth. You are likely among the one in three that will make the wealth transition as you have planned.
With 4-6 “yes” answers, the historical data indicates that a responsible investment of time and family effort could pay big dividends with respect to enduring that a successful wealth transition takes place.
Fewer than 4 “yes” answers has historically been an alarm bell for families, indicating that their transition plan may be incomplete and that the successful transition of their wealth may be at risk.
