Blog Posts

Five Steps to Grow Family Wealth for the Long Term: Part 1

By Chris Delaney | November 3, 2018

Long term family wealth preservation has never been more important. Low interest rates, slow wage growth, economic dislocation and disruptive innovation are making capital preservation more vital than ever. Avoiding […]

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Five Steps to Growing Your Family Wealth for the Long Term: Part 2

By Chris Delaney | November 3, 2018

Intergenerational wealth planning is a process, not an event. It takes time, effort and resources to construct capacity to grow and sustain wealth across generations. Process teaches the next generations […]

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Four Reasons Intergenerational Wealth is Destroyed in Three Generations

By Chris Delaney | November 3, 2018

I recently posted an article on Advisor.ca entitled “Four Reason Intergenerational Wealth is Destroyed in Three Generations”. Here is the link to that article. More information is available in “The […]

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Six Things About Millennials That Could Damage Your Estate Plan

By Chris Delaney | July 15, 2018

Millennials and Intergenerational Wealth Transfer Family members who became adults around the turn of the century in 2000 are Millennials. Today, these people are fast approaching their fortieth birthdays and […]

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How to Avoid Shirtsleeves to Shirtsleeves in Three Generations with Family Wealth

By Chris Delaney | May 23, 2018

Most estate planning virtually guarantees your family wealth will be destroyed before it can transit to the third generation of your family. The familiar adage “shirtsleeves to shirtsleeves in three […]

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Grow Family Wealth: 5 Things Advisors Can Do to Succeed

By Chris Delaney | May 23, 2018

  The intergenerational wealth of a family is at risk unless an advisor understands the causes of the “shirtsleeves to shirtsleeves” experience that destroys wealth by the third generation. We […]

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Collaboration and Communication Are Vital:

By Chris Delaney | May 3, 2018

The dynamics of intergenerational wealth planning require communication capability to effectively share values, goals and objectives. Every family communicates but often not regularly or very well. Purposeful family meetings, sometimes […]

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