March 2018 – In many cases, succession plans and eventual wealth transfers fail due to a fundamental misunderstanding of a key element inherent in successfully managing wealth. That element is wealth momentum — the positive interplay of both family and financial dynamics.

The concept of wealth momentum and the balancing of family and finance capture the true challenges facing wealthy families. It is almost always the case that during transitions these issues are amplified and their true complexity is revealed.

Read more about wealth momentum.

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