Who Will Be The Champion Of The Wealth Inheritor?

Who usually gets treated the worst when a wealth holder, his wealth advisor and his child deal with the family fortune? The wealth inheritor.

That may come as a shock to wealth holder parents who believe they are doing everything they can to help their children be successful and their wealth advisors who are supporting the “next generation,” but it’s no surprise to wealth inheritors. Too often, they are mistreated by their parents and mishandled by their wealth advisors. The result: Many wealth inheritors are miserable.

Wealth advisors can do a world of good for individuals and families of significant wealth if they realize the plight of the wealth inheritor and redefine their role as advisor.

Read the full paper here: Who Will Be The Champion Of The Wealth Inheritor?



Author: Family Office Association Support
Family Office Association is a global community of ultra-high net worth families and their single family offices. We are committed to creating value for each family that we serve; value that grows wealth, strengthens legacy, and unites multiple generations by speaking to shared interests and passions. Family Office Association delivers private education and networking opportunities, proprietary research, and access to salient thought leadership that will interest all generations of your family.

Leave a Reply