Wealth transition isn’t just a financial event, it’s a human one.
In this conversation with Scott Fitzpatrick, we dig into what really determines whether a family’s wealth (and legacy) survives the jump from one generation to the next.
It’s rarely about the legal structures or the investment strategy. It’s about whether the next generation is prepared to make good decisions together, as a group, not just as individuals who happen to share a last name.
A few things we touch on:
- Why the shift from G1 (a single decision-maker) to G2 (multiple heirs sharing responsibility) is one of the hardest transitions families face
- The #1 fear most parents have during this process: raising kids who are prepared, not spoiled
- Why trust, communication, and shared responsibility matter more than any spreadsheet
Our work isn’t legal, accounting, or investment advice. It’s the human side of wealth, the relationships and decisions that determine whether everything else holds together.
