May 19, 2026
Why 70 Percent of Wealth Transfers Fail and How to Build a Coordinated Advisory Team
The familiar claim that 70 percent of wealth transfers fail points to a real problem, even if the exact statistic is debated: families often lose continuity, trust, and planning discipline during inheritance. You reduce that risk when you stop treating wealth transfer as a document exercise and start running it as a coordinated family, legal, tax, […]