Helen Keller, the iconic American author, disability rights advocate, political activist, and lecturer, once said “Alone we can do so little; together we can do so much.” It’s a quote that has always had a lot of meaning for me as I’ve progressed in my career in wealth management.
Accenture found that over the next 30 years, $30 trillion in assets will pass from baby boomers to their heirs. When managed properly, family wealth can last generations. That being said, consider the following:
•A…
