Preparing Heirs News Today

What will it mean when Gen Z and millennials rule the world?

/PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Texas-based Carpion Private Wealth (Carpion) as the...

An interview with author Dan Pink.

Article content When it comes to passing wealth on to children, Carl Richards, a financial planner and author of The Behavior Gap, is clear that parents should not put off the discussion: “The best time to learn to have conversations about money with your children is when they are small,” he said. “The second-best time is now. You’ve just got to have these conversations — and they will be tough.” Throwing family into the mix can ratchet up tensions around money and...

Communication, education, fostering positive family dynamics, and an early start are key.

DALTON, Mass. — Berkshire Money Management advisors Scott Little, Peter Coughlin, Lauren Russo, and Nate Tomkiewicz all recently completed an exclusive program offered by the Institute for Preparing Heirs on the topic of "The Great Wealth Transfer: Preparing HNW Families to Prosper & Thrive Across Generations."   "One of the single biggest challenges facing successful families today is ensuring that the inheriting generation—the children and grandchildren—maintain control of the famil...