In our experience with family offices, the primary threat to intergenerational wealth transfer is rarely tax law, it is generally a lack of heir preparedness. Generational planning must be a disciplined process that develops heirs through education, governance, and structured roles rather than a single handoff event.
To help achieve legacy continuity, we move beyond the "technical" and focus on the family wealth education needed to steward a complex balance sheet.
We facilitate values transfer by creating environments where the "Rising Gen" can practice decision-making.
A core component of generational planning is a structured curriculum.
Formalized family governance and education allows the family to practice the "mechanics of unity".
Florida’s regulatory environment offers unique tools for multi-generational wealth planning, such as the 360-year Dynasty Trust rule. However, these 100+ year structures usually only work if the family has a robust legacy continuity plan to manage them across three or four future generations.
