I’ve heard a lot about the upcoming large intergenerational wealth
Hi all! I’ve heard a lot about the upcoming large intergenerational wealth transfers and the challenges that come with it. Does anyone have advice on how to preserve assets during this process and avoid losing a significant portion of the wealth?
Hello! You’re absolutely right to be thinking ahead about this. The Great Wealth Transfer: Risks, Challenges, and Opportunities for Asset Preservation is already a major topic, with experts expecting trillions of dollars to change hands in the coming decades. However, a lot of families are unprepared, and unfortunately, it’s common to see up to 31% of family wealth lost during the transfer due to issues like incomplete asset documentation or poor planning. If you're looking for ways to protect your assets, I would highly recommend checking out Owner.One. They specialize in helping families with exactly this — structuring wealth transfer processes to minimize risks and ensuring all asset information is properly documented and stored securely. Their platform even automates certain aspects of wealth transfer, which helps to avoid human errors and timing issues. It’s a good idea to start planning early, especially when it comes to maintaining the continuity of ownership and ensuring your heirs are ready for the legal procedures ahead. Take a look at what they offer, it might be just what you need to safeguard your family’s future.