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MarketCurrents Publishes Annual Estate and Succession Planning Edition for 2018

New York, NY, February 26, 2018 --( MarketCurrents Wealth Management published its Annual Estate and Succession Planning Edition this week.

The report comes at a timely moment as we are witnessing the largest transfer of wealth taking place. This will continue over the next several years.

The longevity of a family’s wealth and legacy is linked directly to designing and implementing estate and succession plans successfully. MarketCurrents’ first Family Office Series report of 2018 reveals how to navigate the complexities of estate and succession planning from start to finish.

As always, the report is filled with expert commentary from leading family offices and family office practitioners.

Wendy Connett, MarketCurrents WM’s Editorial Director states, “Because family wealth rarely survives into the fourth generation, we spoke to fourth and fifth generation family members who shared what it takes to prepare the next generation to be good stewards of wealth and take on roles in a family enterprise."

This edition of MarketCurrents also provides a next generation perspective on preparing heirs to be good stewards of wealth and how and why it is key to embrace the change that the next generation will bring.

Sumehr Sondhi, the groups Managing Director, states, “Succession planning is high priority right now. Technological and cultural nuances between older and younger generations add layers of complexity. Our aim is to provide a solution-based blueprint for family offices to refer to throughout their succession cycle.”

The publication also addresses the recent US tax code overhaul and what this all means for estates of wealthy families.

The report can be accessed through
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Ila Ferra

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