Learn more about how FamilyArc can assist with wealth management, including the preservation of your family legacy, for generations to come.
Also known as a Dynasty Trust, a generation-skipping Family Legacy Trust is a way to provide for your family long after you've passed away. The Legacy Trust is becoming increasingly popular among wealthy families, particularly because it can provide a source of income for generations to come by ensuring your most valuable assets are securely and effectively passed down to your children and grandchildren.
Planning for the future is important, so of course, it’s also important to choose who you will trust to plan for that future. Picking a financial advisor is an important step in wealth planning and building a family legacy, but unfortunately, many people make this decision without asking the right questions. Here are six questions we recommend you ask before choosing your financial advisor.
Building a family legacy helps ensure your values & assets live on through many generations. Here are 7 questions to help you define and build yours.
The preservation of legacies is a complicated subject. But to get you started, here are a few of our tips about building a family legacy through wealth planning and communicating family values.
Perhaps you've thought about building a family legacy, but you're not sure of its long-term value. Here are a few reasons why your legacy matters.