Perhaps your primary concern about wealth is how to use it to make a difference: How to create more meaning for yourself and your family. And to help future generations preserve what others worked so hard to build. If you are here, Waypoint can help you create a lasting personal legacy.
Passing wealth down is fraught with failure. Case in point: 70% of family businesses fail to survive the second generation. The Economist, "The New Wealth of Nations," June 16, 2001 p. 3ff referring to studies conducted.
Wealth often does not survive the next generation let alone produce a legacy. Heirs who are unprepared to manage wealth and lack of family trust and communication are major reasons for failure.
New inheritors, blended families, family business owners and parents trying to teach financial responsibility face particular challenges. Here, Waypoint Advisors and our network of specialists can make all the difference. We help:
Philanthropy might be central to your legacy. If so, depend on Waypoint Advisors to manage the work of giving so you can experience the joy of giving. Acting as your investment manager and working with your tax and estate planning advisors, Waypoint Advisors delivers full and integrated philanthropic support. We help: