Key takeaways
How can you encourage generational success?
To understand the concerns and opportunities of self-made millionaires, we conducted an in-depth research study. The findings provide insight into what you can do to help enhance your wealth and estate planning.
“Financial success is being financially independent, being able to support oneself, and also being able to help those around you when they're in need.”
– Quote from interview with wealth builder
How to keep wealth in the family
Maintaining generational wealth takes work — which may include sharing personal stories, opening up about difficult topics, and having a plan to educate your children about your wealth, your business, and your philanthropy.
“I want my children to be good stewards of what's been given to them. I want them to learn. I want them to be more involved, more thoughtful.”
– Quote from interview with wealth builder
