Trust Company’s CEO, Bill Smith, CFP®, recently authored a byline for Family Wealth Report, sharing insights on one of the most enduring challenges in wealth management: how to preserve wealth across generations.
“Without a clear financial vision, younger generations are ill-equipped to manage the assets they inherit,” Bill writes.
In the piece, Bill explores why wealth often disappears by the second or third generation — and outlines how ultra-high-net-worth families can reduce that risk. From thoughtful gifting strategies and trust structures to the importance of values-based education, Bill’s perspective offers a timely look at what families can do now to prepare for the future.
Read the full article here.
