More Than Money: Preparing Your Family for What’s Next

More Than Money: Preparing Your
Family for What’s Next

Please join members of the
Cape Cod 5 Wealth Management team
at the Osterville Village Library for a timely
conversation about preparing your family
for what’s ahead.
Over the next two decades, an estimated $84
trillion is expected to pass from one generation
to the next – representing the largest transfer
of wealth in U.S. history. Is your family
prepared?
Together, we’ll explore how thoughtful
planning and open communication can help
your family navigate this transition – from
estate planning considerations to meaningful
conversations about wealth, values and
intentions.
During the presentation, we’ll discuss:
• How to start – or strengthen – conversations
about wealth with your children and loved
ones
• Key estate planning strategies to help
protect what you’ve built
• Common challenges families encounter
during wealth transitions – and how to
help avoid them
• Trends shaping the next generation of
wealth holders