As an entrepreneur, business owner, and father of four, our founder and CEO Kristofer Gray is truly passionate about helping families, and family businesses, to thrive. Building a successful business often takes years of dedication, hard work, and discipline. What happens when you’re ready to move on? How do you ensure your legacy continues when
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Tag Archives: legacy
The fear of many wealthy individuals is the continuation and legacy of their wealth and the ability to transfer the wealth from generation to generation. In a recent article from Forbes titled, How To Destroy Your Wealth In 7 Easy Steps, seven common mistakes wealthy individuals make that become detrimental to the longevity of their wealth
Passing your family business from generation to generation can be a difficult task, however a rewarding one. Your business can be a pivotal part of your legacy and offer your children a means to make a living as well as maintain close family ties. Forbes offers six steps to aid in making your family business
In a study done by Merrill Lynch’s Private Banking and Investment Group it was found that a great deal of generational wealth does not surpass three generations. Please see the below excerpt: Seven out of 10 (69 percent) high net worth Americans want their wealth to last at least through their children’s lifetimes, 43 percent through