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DALTON, Mass. Berkshire Money Management advisors Scott Little, Peter Coughlin, Lauren Russo, and Nate Tomkiewicz all recently completed an exclusive program offered by the Institute for Preparing Heirs on the topic of The Great Wealth Transfer: Preparing HNW Families to Prosper & Thrive Across Generations.
 
One of the single biggest challenges facing successful families today is ensuring that the inheriting generation the children and grandchildren maintain control of the family assets and unity after wealth transfer, Russo said.
 
The Institute for Preparing Heirs program addresses the changing needs and expectations of successful families and addresses how family dynamics play a far greater role in successful wealth transfer than previously understood; The important role of women as the family s financial leader, the practical tools families can use to prepare beneficiaries for the opportunities and responsibilities of wealth, as well as the benefi ....

Lauren Russo , Nate Tomkiewicz , Peter Coughlin , Scott Little , Institute For Preparing Heirs , Preparing Heirs , Berkshire Money Management , Great Wealth Transfer , Thrive Across Generations , லாரன் ருஸ்ஸோ , பீட்டர் இருமல் , ஸ்காட் கொஞ்சம் , நிறுவனம் க்கு ப்ரிபேரிஂக் வாரிசுகள் , ப்ரிபேரிஂக் வாரிசுகள் , பெர்க்ஷயர் பணம் மேலாண்மை , நன்று செல்வம் பரிமாற்றம் , செழித்து வளருங்கள் குறுக்கே ஜெநரேஶந்ஸ் ,