Involving the Next Generation in Wealth Management Setting Them Up for Success

Jake Claver

Find more from Jake Claver by visiting the links below:  🖥Websites🖥 Digital Ascension Group - https://www.digitalfamilyoffice.io Beyond Broke Mastermind - https://mastermind.beyondbroke.com  Social media Twitter - https://www.twitter.com/beyond_broke Linkedin - https://www.linkedin.com/in/jacobclaver/ TikTok - https://www.tiktok.com/@jakeclaverqfop Facebook - https://www.facebook.com/jakeclaverqfop

Transcript

00:00We're going to break down all the different components of what it takes to manage your

00:04family's wealth into future generations. So let's get into it. The first of those is going to be

00:10actually getting the next generation involved before it's time. I see so many families and

00:15have discussions with people that, you know, they stipulate things within their will or their trust

00:20where there's going to come a day when those assets get passed on to their kids and they're

00:25going to come into the fold and help manage, you know, the investments or the business or the real

00:30estate, whatever that might be. But if they really don't have the skills and expertise to do that,

00:35do you think they're really going to do that well? And most times that's not the case.

Category

Transcript

Recommended