Passing the Torch: Designing Intergenerational Financial Blueprints

Passing the Torch: Designing Intergenerational Financial Blueprints

January 29, 2025

Financial legacy is more than just a dollar amount—it’s a set of values, priorities, and strategies that pass from one generation to the next. Designing an intergenerational financial blueprint is about creating a lasting foundation for wealth, wisdom, and responsibility that transcends…