11. Putting It All Together: Multigenerational Planning and Wealth Transfer

“I must study politics and war that my sons may have liberty to study mathematics and philosophy. My sons ought to study mathematics and philosophy, geography, natural history, naval architecture, navigation, commerce, and agriculture in order to give their children a right to study painting, poetry, music, architecture, statuary, tapestry, and porcelain.”

—John Adams, second President of the United States

Good estate planning means constructing a valuable financial, family, and social legacy. It’s the successful outcome of implementing the Strategic Wealth Management Framework for your family enterprise.

Several of my relatives have had a profound impact on my desire ...

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