by MultiGen Institute | Aug 11, 2024 | Uncategorized
Chances are when you took care of your estate planning, you were probably ill-prepared. Because you were ill-prepared, the professionals working on your estate plan resorted to the basic aspects of trusts and estates: asset protection, taxation minimization, and...
by MultiGen Institute | Jul 5, 2024 | Uncategorized
Here are 5 tips to create a lasting, multigenerational legacy. #1 EDUCATE YOUR FAMILY Provide opportunities for your adult children and grandchildren to learn about money, wealth and stewardship. We’ve developed our own unique educational programs for families...
by MultiGen Institute | Jun 20, 2024 | Uncategorized
One of the leaders in the area of family wealth consulting is James Hughes. In his book, Family Wealth—Keeping it in the Family, he asks the question, “Can a family successfully preserve its wealth for more than one hundred years or for at least four generations?”...
by MultiGen Institute | May 11, 2024 | Uncategorized
When one of our clients pass away, we will get a phone call from one of the kids. It is such a hard time for me personally. My clients aren’t account numbers, but friends. Sometimes we are surprised by an unexpected death and sometimes we find relief knowing a...
by MultiGen Institute | Apr 20, 2024 | Uncategorized
People usually remember about 20% of what they hear, 50% of what they hear and see, and 90% of what they do. We work with families to develop ways to prepare the next generation by applying all three forms of learning. Whether it is through family activities to...
