Plan wealth not just to protect, but to empower

Establish recurring review sessions with your advisor

Be proactive with intergenerational education on money

Forecast income needs under different economic conditions

Use estate planners who specialize in your region’s laws

Choose trustees with both skill and integrity

Don’t overlook digital assets in estate documentation

Define roles and responsibilities among beneficiaries

Consider dynastic planning if your estate is substantial

Assess risk tolerance in multi-generational portfolios

Use donor-advised funds to manage charitable giving

Create a flexible distribution strategy for large estates

Structure wealth goals around security, impact, and legacy

Ensure your spouse has full understanding of your financial structure

Use a digital vault for estate and planning documents

Plan wealth to reflect both your legacy and your impact

Review wealth plans annually as part of your family’s tradition

Factor in healthcare costs as part of longevity planning

Include tax-diversified investments in your portfolio

Use separate trusts for philanthropic and family objectives

Consider multi-generational planning in investment decisions