Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the family you love. With the projected modification of the current legislation, 2023 [...]

By |2023-08-16T14:14:44-05:00September 27th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments
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Generational Wealth and the Gift of Financial Freedom

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will, and about 40% with investable assets of $1 million or more never discuss their [...]

By |2023-06-02T18:37:52-05:00July 12th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments
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