Publishing

Family Wealth & Business Planning

  • Family Wealth & Business Planning

    Research suggests that the odds of sustaining wealth across generations are as low as 30%. Through collaboration with experts, internal research, and working with many of the world’s wealthiest families, GenSpring has identified 25 non-financial best practices that we believe enhance a family’s ability to sustain family wealth across generations.

  • Family Wealth & Business Planning

    Families of significant wealth often own a diverse mix of assets, including multiple residences, less liquid alternative or private equity investments, and valuable collectibles. This paper discusses 10 key factors that must be taken into account in order to create and maintain a flexible wealth management plan that reflects the family’s priorities and diverse mix of assets and balances risk, cost, and complexity.

  • Family Wealth & Business Planning

    Many families of wealth struggle with a fundamental question: Can our wealth be sustained across generations and have a positive impact on those who use it? GenSpring has identified a series of best practices for the successful transfer of multi-generational wealth and believes that families who implement them can increase the odds of maintaining the wealth and reduce the likelihood of succumbing to the global phenomenon of “shirtsleeves-to-shirtsleeves in three generations.”

  • Family Wealth & Business Planning

    While many wealthy people desire to pass most of their wealth to their children, grandchildren, and other heirs, they often grapple with a fundamental question: “Can our wealth benefit our generation and be passed on to future generations while also having a positive impact on those future generations? Our experience tells us that sustaining family wealth is indeed possible.