Perpetually Looking Forward

In this panel discussion we discuss how to instill self-reliance, resilience, and respect for capital in the next generation. In the recording, the panelists consider how financial education, family values, and estate planning strategies come together to perpetuate family success for multiple generations.

As markets are unsettled with heightened concerns over rising costs and a slowing economy, we believe that commercial real estate can play a critical role towards diversification and stability in client portfolios.

Equity markets have been exuberant over the past several years, with the S&P500 generating mid-teen annualized returns and nearly doubling in value since the beginning of 2017. Private companies have taken advantage of this opportunity by going public at a record-setting pace, starting in the back half of 2020 and continuing through this year.

In this recent series of articles, we’ve been examining some of the factors that go into creating a family legacy, such as establishing and passing down family values and teaching responsible stewardship to future generations. We conclude this series with a look at certain structures that can help high net worth families protect their wealth so it becomes dynastic.

n this three-part series, we are highlighting what we view as the three tenets of maintaining family wealth: values, stewardship, and structure. If family wealth is to survive over many generations, each new generation must respect the assets earned and passed down from previous generations. This requires that family patriarchs teach responsible stewardship of the family fortune to their children and grandchildren.

In this three-part series, we are highlighting what we view as the three tenets of maintaining family wealth: values, stewardship, and structure. Many businesses create value statements that contain their core values and beliefs. These are vital documents and are referred to when businesses make critical decisions

In a recent article we detailed strategies to help you reap tax and estate planning benefits when donating to charity. But have you taken a step back to think about your overall charitable giving philosophy? Every year, we are flooded with opportunities to donate to very worthy causes, and it can be difficult to decide which opportunities to take, and which ones to pass on.

In this ongoing series, we are profiling several Simon Quick clients to reveal some of the financial and estate planning challenges faced by wealthy families and how we have been able to help them meet these challenges.