top of page

Preparing Heirs

To avoid the "shirtsleeves-to-shirtsleeves in three generations" phenomenon, families must become more deliberate in preparing the subsequent generations.

​

Research tells us that fully 25% of wealth transfer failures are attributable to ill-prepared heirs.

​

Let Lighthouse work with your family to ensure that ensuing generations become good stewards and that wealth is a blessing and not a curse.

Lighthouse.webp
  • A Thoughtful Approach
  • on Twitter
  • Lighthouse on LinkedIn

© 2018 by Lighthouse Advisory

This website is provided solely for Lighthouse Advisory and it's clients and does not intend to provide legal, tax or investment advice.  Lighthouse Advisory, Lighthouse Wealth Advisory, Lighthouse Family Offices and Lighthouse MFO are all affiliate entities of Lighthouse Advisory, registered with the state of California as a consultancy. Lighthouse Advisory does not offer investment, legal or tax services and nothing contained herein should be construed as offering advice in those areas.

All Rights Reserved.

bottom of page