Building Legacies: Wealth, Wisdom, and the Next Generation

Wealth isn’t just about numbers—it’s about legacy. In this episode, Jake Borbidge and Robert Palmer dive into one of the most complex challenges faced by high-net-worth families: ensuring that wealth transfers successfully without compromising the next generation’s values, ambition, or happiness. They discuss the importance of financial education, responsible delegation, and instilling purpose in wealth inheritance. From real-world examples of success (and failure) to practical estate planning and trust structuring strategies, this episode is packed with insights for families looking to secure their financial future while preserving what truly matters. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.