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Generational wealth includes all the assets—things like investments, real estate, cash and anything else that has financial value—that are passed down from one generation of a family to the next. But generational wealth isn’t just about the physical stuff. Just as important (and probably even more important) are the things you pass on that you can’t see or touch—like wisdom, values and habits that help shape the character of the generation who will inherit the wealth. Only one-third of families
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Generational wealth includes all the assets—things like investments, real estate, cash and anything else that has financial value—that are passed down from one generation of a family to the next. But generational wealth isn’t just about the physical stuff. Just as important (and probably even more important) are the things you pass on that you can’t see or touch—like wisdom, values and habits that help shape the character of the generation who will inherit the wealth. Only one-third of families
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