What possibilities do you imagine for
yourself, your family and your wealth?

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Build for the ages.

What makes a family successful? The most obvious response — wealth — is only a partial answer. Witness the many wealthy families whose members are miserable or at odds with each other. Or the equally large number of families who prove the old proverb, “from shirtsleeves to shirtsleeves in three generations.”

A successful family recognizes that it has 3 kinds of capital, and it works hard to foster growth in all of them:

There are two more things a truly successful family possesses:

When you and your family are ready to start your journey, Sage360 Advisors is ready to be your guide.

 

 

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Only 15% of family enterprises reach the 3rd generation of the family that founded them and only 30% of the succession plans developed for family enterprise actually work.

Hughes