Executive Summary


The most effective method for transferring wealth and legacy is a dedicated, team- oriented, approach

that encourages and facilitates open channels of communication among all generations and service

providers. This model is known as the Single-Family Office and is often employed by ultra-affluent

families (greater than $50 million in net worth). The most common wealth management framework

among affluent families (families with greater than $5 million in net worth but less than $50 million)

looks vastly different and does not lend itself to the same degree of effective wealth/legacy transfer.

This White Paper will explore best practices, procedures, and technological innovations that can bridge

the gap between the typical wealth management framework and what is efficient.


Traditional Methods for Managing Wealth:


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