We help preserve family wealth and unity as it moves from one generation to the next. We focus on the things that all successful multi-generational families do. That’s not easy because century old statistics and proverbs say only 30% of grandchildren, and 10% of great grandchildren will inherit any part of our wealth. The cycle of ‘trader to gentleman to beggar’ is unknowingly repeated through family after family and from generation to generation. How can a family hang on to their wealth?

It takes time and capital investment, the cooperation of professional advisors, and often specialized financial tools that we tailor to each family. Every family has specific concerns and goals that we will address, but some or all of the following parts can be your starting point:

To see if The Family Wealth & Unity Plan is right for you, complete this short assessment – Family Wealth & Unity Assessment
Your next step, is to call Markewich Financial to discuss how to get started.