Inter-generational refers to more than the next generation – it is about family stewardship. The idea is to think beyond your own generation, to the second, third, and fourth, to build capacity and strength. A comprehensive wealth preservation plan becomes an enabler to achieving this strength. 

Family wealth is more than just financial capital. For many families, wealth means more than money. Family wealth also includes social capital, human and intellectual capital, physical health and mental health, community and cultural capital as well as history, family tree and family stories that make up the DNA of the family. This holistic understanding of wealth is critical to a successful IGWP journey.