oaktree & associates
affluent families
You have enough money to support an affluent lifestyle — with more than adequate savings to spare. You’re not concerned about your ability to pay for your children’s college or fund your retirement. But significant wealth comes with its own set of challenges and complexities.
Here are some of the unique wealth planning needs that families of significant means might need to address with a team of professionals.
At Oaktree & Associates, we have identified 7 areas that are fully addressed throughout our planning.
Connecting Wealth Across Family & Generations
According to our research, 70% of family wealth is gone by the second generation and 90% is gone by the third generation.
(*Source)
At Oaktree & Associates, we can design and facilitate family meetings and activities that will help build a multi-generational family governance structure and prepare your children and grandchildren for both the financial and non-financial inheritance they will receive.