At SJS Investment Services, we’re always looking for fresh perspectives on wealth and how it impacts families, communities, and future generations. On March 11, we attended an event at the Toledo Museum of Art’s Glass Pavilion, Next Generation Philanthropy: Purpose, Not Privilege, featuring a conversation between Kristen Keffeler, author of The Myth of the Silver Spoon and Aly Sterling Philanthropy.

The SJS Q1 2023 Outlook includes our insights on planning for your legacy, tomorrow’s headlines today, how the SECURE 2.0 Act may impact your finances, and looking forward to Q2 2023.

If you are lying awake asking yourself in the quiet of the night, “What should we do with our wealth when we die?”, please read on because in this article you will find potential answers, next steps, and resources.

As we move from young adulthood into careers and perhaps marriage and child-rearing and beyond, our priorities shift to try to answer questions like the following.

Did you know that 70 percent of millionaire families lose their wealth by the second generation (grandchildren)? It doesn’t have to. Here’s what you need to know.