Are Your Heirs Ready?
Allison Lyons, Lead Private Wealth Advisor, reviews possible reasons why it's estimated that 70% of wealthy families will lose their wealth by the second generation and 90% by the third* and three ways you can prepare your heirs to preserve and grow their inheritance.
Click Here to Read the Transcript
Connect with a Stavis & Cohen advisor and start a conversation about your financial goals today.
*Source: Williams Group Wealth Consultancy