More than money

The Pillars for
Building a Better Family

Research and experience clearly demonstrates that many families seek to define, protect, communicate and perpetuate core values, family unity, traditions, legacy and valuable life experiences.

Yet, 91% of families fail to pass on their “More Than Money ™” legacy resulting in adverse effects on multiple generations of families. This article provides the 4 areas that proactive families need to focus on to overcome the high rate of wealth transfer failure.

The article “Four Pillars” was written by Roey and Shawn, click below to read it.

Thank you, and we hope you and your family are safe during this trying time.