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The Unseen Challenges for Families with
$3M to $100M in Wealth
$3M to $100M in Wealth
The Hidden Perils of Wealth Transfer
You’ve worked tirelessly to build your empire, but have you considered what will happen when your heirs take over?
The truth is, they may face an overwhelming maze of legal, financial, and emotional challenges.
Without proper preparation, they could be left with:
Will your successors be ready?
The truth is, they may face an overwhelming maze of legal, financial, and emotional challenges.
Without proper preparation, they could be left with:
- 75% chance to lose access to more than 60% of the family assets.
- Up to 600 critical tasks in three years — each one a potential pitfall that could unravel everything you’ve built: from court filings to bank applications.
Will your successors be ready?
Our Solution
Two Pillars Of The Secure Wealth Transfer
The Family Vault: Preserve and Protect What Matters Most Our Family Vault service offers a secure, comprehensive approach to documenting your wealth and assets. It’s more than just a list; it’s a lifeline for your heirs, ensuring that every detail is meticulously recorded and easily accessible when the time comes. We offer both online and offline versions, tailored to your family's needs, coupled with educational programs to make sure every family member understands their role. |
Sandbox Simulations: Training for the Real World Imagine a space where your successors can make mistakes without consequences, where they can learn the intricacies of managing wealth, running businesses, and navigating the complexities of the market. Our Sandbox Simulations create this environment. We build real businesses that your heirs can grow from the ground up, giving them the hands-on experience they need to succeed when it’s their turn to lead. |
Assets & Capital Data Transfer Insights
The terrifying statistics of inheritance transfer
- > 80%For more than 80% of heirs, quality of life significantly declines after inheritance.
- 18 monthsIt takes heirs an average of 18 months to gather all property information and finalize the inheritance process.
- 30%During the inheritance transfer, more than a third of the property's value can be lost.
- 90%Over 90% of vital wealth information is often unknown to family members,
Why Choose Us?
More Than Just Wealth Management.
We Build Legacies.
We Build Legacies.
Your family’s legacy is about more than money; it’s about continuity, values, and the ability to thrive across generations.
Here’s how we make that possible
- Tailored EducationCustomized programs that prepare successors for their future roles.
- Secure DocumentationA vault that keeps your wealth and assets safe and organized.
- Real-World TrainingBusiness simulations that offer invaluable hands-on experience.
- Long-Term PartnershipWe’re here to support your family through every phase of wealth transfer.
From Uncertainty to Confidence: A Family’s Journey
What do our customers say about us?