Legacy Family Risk Audit

Is your family at risk of becoming a sad statistic, one of the vast majority whose wealth transfer results in loss of wealth, destroyed relationships and upheaval for family members?  Are you concerned your wealth will lead to spendthrift behavior in your children and grandchildren?  The Legacy Risk Assessment is the first step to evaluating your family’s risk so that you can prevent the tragedy before it happens.  Prior to scheduling your confidential 60-minute interview, you will complete and return your Legacy Risk Assessment.  From this session, you will have a prioritized action plan to begin implementing the proven methods used by the world’s most successfully families to protect their family’s future.