Smart Wealth Steps

When we talk about generational wealth, the conversation almost always centers on money—trust funds, investment portfolios, property, or businesses passed down from one generation to the next. These are the visible, measurable assets families use to create> > > >

When families build wealth, they often focus first on financial planning: investments, trusts, estates, and wills. While these legal tools are important, they often fail to protect the most fragile part of family wealth—family unity. Conflict, misunderstandings,> > > >