FREE GUIDE
The Family Wealth Planning Guide
A practical guide to understanding what your family owns, who makes decisions and what arrangements are needed to protect and sustain family wealth.
ABOUT THE GUIDE
You’ve built wealth. Have you planned for its future?
Building wealth takes time, discipline and careful decisions. Protecting it and ensuring its continuity requires equally deliberate planning.
Greenthos Capital has developed this practical guide to help families understand what they own, how their wealth is held, who makes decisions and what arrangements may be needed to protect and sustain family wealth.
What will you learn?
- Understanding your family’s assets and how they are owned.
- Planning for inheritance and the transfer of wealth.
- The role of wills, trusts and powers of attorney.
- Preparing for incapacity and unexpected circumstances.
- Reviewing insurance and beneficiary designations.
- Managing wealth and preparing the next generation.
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Have questions about your family’s arrangements?
Speak to Greenthos Capital about your family wealth planning needs.