“How do I get this wealth to my family?”
was the most compelling question Chris had experienced in his twenty-five plus years of wealth transition planning as an estate planning lawyer and business succession consultant. He immediately realized the client was genuinely fearful that the financial wealth they had created over their lifetime would do more damage than good to the well being of their family. They had doubts about the readiness of their heirs to accept the inheritance. Would this plan put the long-term sustainability of the family wealth at risk? They were deeply fearful that the opportunities of their financial wealth would be quickly wasted in the next generations of their family. Shirtsleeves to shirtsleeves in three generations would be their legacy. Disaster!