Empowering Beneficiaries, LLC

Be empowered to pursue your OWN legacy while managing family wealth.

Empowering Beneficiaries serves as a resource to families to empower the next generation of family wealth. G1 family members (parents) are encouraged to use their wealth in a way that provides heirs the opportunity to create their OWN legacy. G2 family members are given resources to help them be empowered by inherited wealth.

Families are provided tools that support:

• Wealth Transfer Preparation/Training
• Family Business Succession
• Family Governance
• Family Philanthropy

Thoughtful planning combined with the proper tools and training can lead to exciting results for each family member today, and for generations to come. Learn more by exploring the Blog, Resources, and participating in The Next Generation Forum.

Empowering Beneficiaries serves as a resource to families to empower the next generation of family wealth. G1 family members (parents) are encouraged to use their wealth in a way that provides heirs the opportunity to create their OWN legacy. G2 family members are given resources to help them be empowered by inherited wealth.