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In a recent 60 Minutes appearance, Andrew Ross Sorkin said something that may already be landing in your inbox: “We will have a crash. I just cannot tell you when, and I cannot tell you how deep.” I have been a wealth advisor for over three decades, working primarily with high-net-worth families and business owners.
A February 2026 report from the McKinsey Institute for Economic Mobility estimates 6 million small and medium-size businesses will face ownership transitions by 2035, representing as much as $5 trillion in enterprise value. McKinsey describes this as the Great Ownership Transfer and flags a troubling undercurrent: Without deliberate preparation on the part of owners, a
After years of advising multigenerational families, I have reached the conclusion that regular, structured family meetings are one of the most powerful and consistently overlooked tools in multigenerational wealth planning. The Reason Wealth Disappears IIt’s a commonly cited statistic (though hard to pin down in actual research) that 70% of affluent families see their wealth
