As a wealthy individual, you want your wealth to last for generations. Do you know how to share your wishes and values with your family to make sure everyone is on the same page? In this episode of Savvy Wealth Podcast, Amar Shah shares his expertise in working with families, specifically in having “the conversation” with the younger generations about preserving wealth.
In this episode, you will learn:
- How to start the conversation with your children about your wealth
- Why it’s important to share your goals and values through the generations
- The difference between fair and equal when it comes to inheritance
- How family dynamics play into inheritance
- And more!