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Advance Your Wealth - Getting Heirs Ready for Wealth
Manage episode 329953494 series 2834060
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When family wealth gets passed on to the next generation, too often that wealth tends to shrink instead of grow.
On the latest installment of Advance Your Wealth, Homer examines how you can help your loved ones prepare to become good financial stewards of family wealth before the day comes when their bottom line suddenly gets a lot bigger!
Join us for another enlightening conversation that features strategies and solutions that Homer is utilizing with his clients at Konvergent Wealth Partners. Enjoy!
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:47 - Should parents be worried about their heirs handling their money?
3:00 - Homer's advice to clients who wish to avoid becoming another bad statistic
7:25 - How you should be evaluating your wealth manager's skillset
9:00 - Today's heirs have many goals and it's important to consider them
10:30 - Educating heirs that are planning to take on the family business
14:08 - You don't have to be passing down significant wealth for these efforts to take place
15:36 - The best way to get in touch with Homer's team to discuss you're unique situation
16:50 - Closing remarks
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