You have become successful through a lifetime of dedication, work, and intelligence. But, creating an estate is only the beginning. It is like the score at halftime.
A much greater challenge lies in how you turn your success into significance over successive generations. Most financially successful people in the United States share one or more of the following concerns:
1. They are disturbed that, following their death, the Federal Estate Tax may take almost half of all they have created and accumulated during their lifetime. The IRS can be the largest heir of their estate.
2. They are concerned that by passing all their financial wealth to their children and grandchildren, they may destroy the self-confidence, self-reliance, and work ethic of the very ones they seek to benefit. In other words, they are concerned that the inheritance they leave to their family may do things "to" their children and grandchildren instead of "for" them.
3. They are afraid that they will be remembered more for what they accumulated than for what they did with their wealth. Stated another way, they are concerned they will be remembered more for what was in their wallet than for what was in their head and heart.
Through a unique five phase process, the advisers at Oxford Financial Group help successful families overcome these three concerns and turn success into significance for many future generations.