Expertise & Insight

The Life Cycle of Family Wealth

From growing a business to starting a family or handing over control of that business to the next generation, every individual has their own goals to aspire to. These goals will be shaped around key life milestones and will change depending on what stage in life a person has reached. As these milestones approach, this will often be a time to reflect, resulting in a change in priorities and a different focus for both their wealth and family.