Generational Wealth

In the next two decades, we will witness one of the most significant financial events in history: the baby boomers to millennials wealth shift. Analysts estimate that roughly $84 trillion in assets will move from older generations> > > >

We often think of inheritance purely in financial terms: money, property, and investments passed from one generation to the next. But history is full of families who received wealth only to lose it within a decade—or worse,> > > >

When most people think about building generational wealth, their minds go straight to saving. They imagine filling up bank accounts, stacking cash, or passing down a portfolio of assets. But here’s the truth that rarely gets discussed:> > > >

For generations, trust funds have been a cornerstone of family wealth planning. Traditionally, they conjured images of wealthy dynasties, legal paperwork, and highly formal structures designed to protect estates and minimize taxes. But in a digital-first world—where> > > >

For decades, family offices were secretive hubs of wealth management. They handled investments, taxes, and legacy planning for the ultra-rich—families with hundreds of millions of dollars. If you weren’t part of that club, the doors were closed.> > > >