Robert Legan, Author at Financial Poise

All Articles by Robert Legan

About Robert Legan

Robert Legan leads Whitnell’s Family Office Services practice, serving as a strategic advisor for families to help preserve, grow, and transfer family wealth. Robert is passionate about helping families navigate the complexities that come with wealth and collaborating with family members and advisors to implement integrated solutions.

Recognizing Tipping Points to Keep Family Wealth in the Family

August 13, 2018
/ Investors
/ By Robert Legan

Tags: Accredited Investors, Estate Planning & Asset Protection, Family Dynamics, Family Offices, Financial Management, Investing,

Preserve Wealth by Recognizing Tipping Points Families that have worked extremely hard to build wealth find it even more difficult to preserve that wealth over time. Often, the concern is that a wealthy family could go from shirtsleeves to shirtless in three generations. The first generation creates the wealth. The second generation consumes the wealth and the third […]