Solution introduction

Prevent shirtsleeves to shirtsleeves in three generations

Managing the legacy of the family enterprise is a huge responsibility and requires talents and skills that would test the strongest individuals

Transition is challenging
Six out of ten families lose their wealth by the second generation. Nine out of ten by the third. Only 5% of failure is due to financial planning, taxes and investments. 85% is due to poor communication within and between generations

We exist to help change that situation

We can help improve their:

  • Financial awareness
  • Confidence
  • Self-esteem
  • Purpose
  • Ability to make good decisions in critical situations and with themselves
  • Key business and life skills
  • Ability to solve problems

Do not let inherited wealth become a handicap to happiness.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.