Transferring wealth is a difficult proposition. Success requires a substantial investment in engaging and preparing the next generation to receive it.
Most wealth is lost by the third generation due to a lack of planning, oversight and beneficiary education. Atlantic Wealth Partners provides the appropriate mix of all three. By educating future generations on the financial, tax, legal and investment strategies most pertinent to your unique assets and familial situation, we help facilitate a successful transfer of wealth from one generation to the next, ensuring your heirs are well-equipped to preserve and grow it.