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Sustaining Wealth Requires a Thoughtful Approach

Research tells us that there is a 70% failure rate in transferring wealth to your heirs.  Surprising to many is that this failure rate is rarely a result of investment returns or poor estate planning -- in fact, only 3% combined.  Instead, 85% of the time it is the result of not properly preparing heirs and a breakdown in trust & communication within the family.

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© 2018 by Lighthouse Advisory

This website is provided solely for Lighthouse Advisory and it's clients and does not intend to provide legal, tax or investment advice.  Lighthouse Advisory, Lighthouse Wealth Advisory, Lighthouse Family Offices and Lighthouse MFO are all affiliate entities of Lighthouse Advisory, registered with the state of California as a consultancy. Lighthouse Advisory does not offer investment, legal or tax services and nothing contained herein should be construed as offering advice in those areas.

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