Are Your Heirs Ready?

Allison Lyons |

 

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.

(713) 275-7750

 

*Source: Williams Group Wealth Consultancy