Intergenerational Wealth

While many families devote considerable attention to building wealth, sustaining it across multiple generations often requires a different set of skills and planning considerations.

Trust distribution decisions ultimately rest on one central principle: fiduciary duty. This guide is intended for trustees navigating those responsibilities in real time, as well as for families seeking a clearer understanding of how fiduciary standards shape distribution decisions in practice.

Just inherited money? Learn what to do with an inheritance step by step: how to pause, handle taxes, and coordinate a plan before making big decisions.

The federal gift tax rules are far more permissive than most families realize, but using them well requires understanding how the pieces fit together. The key is making these decisions strategically rather than reactively.