In our work as financial advisors, the notions of wealth and legacy are frequently intertwined. You built your wealth by living out certain values – which are a more valuable inheritance than the money itself in many ways.

In this reflection, we’ll be sharing observations from legacy-rich families we have walked with personally. We hope you can learn from their examples and craft an enduring legacy of your own.

In this reflection, you'll find answers to questions like:

  • How to initiate conversations around legacy with Gen 2 and Gen 3
  • Creative ways to communicate your core values
  • Strategies to support your adult children without undermining independence
  • What to do when fair doesn’t mean equal
  • The power of transparency around money and long term care

Download: Intentional Grandparents

A guide for grandparents who want to craft an intentional legacy.

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