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Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

Here, we offer a number of case studies and examples of situations where we worked with our family clients to enact a planning strategy that offered specific tangible benefits to both the parents and children. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.

Clients 52
article thumbnail

Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

Here, we offer a number of case studies and examples of situations where we worked with our family clients to enact a planning strategy that offered specific tangible benefits to both the parents and children. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.

Clients 52