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Trusts could be a helpful vehicle when considering how to preserve and pass on your wealth. J.P. Morgan offers strategies on how to use them.
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Trusts could be a helpful vehicle when considering how to preserve and pass on your wealth. J.P. Morgan offers strategies on how to use them.
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Wealth Planning
Insight 6: Active cross-generational stakeholder alliance
Jul 23, 2024
As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.
Wealth Planning
Insight 7: Develop a capable and committed rising generation
Jul 23, 2024
Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.
Wealth Planning
Insight 5: Continually evolve and renew the ownership portfolio
Jul 18, 2024
Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.
Wealth Planning
Insight 3: The culture shift from paternalism to partnership
Jul 10, 2024
Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.
Wealth Planning
Insight 4: Initiate interdependent “pillars” separating family and business governance
Jul 10, 2024
Establishing defined groups to organize family activities and education can be just as valuable as business governance.
Wealth Planning
The 5 stages of managing a new inheritance
Jul 09, 2024
There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.
Wealth Planning
How you can pass down the family vacation home
Jun 20, 2024
Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.
Wealth Planning
Here’s why you still don’t have a will – or haven’t kept the one you do have up to date
Jun 18, 2024
The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.
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