Written by Erin Davies on August 16, 2024
Building and Preserving Family Wealth
Family WealthFamily wealth is a multifaceted construct that extends beyond simple monetary holdings. It encapsulates a broad spectrum of assets, both tangible and intangible, which together fortify a family’s financial standing across generations. Tangible assets include financial instruments, real estate, and physical valuables, while intangible assets range from a family’s good name and reputation to its