Inheritance Styles

The challenges faced by wealth creators as they pass their legacy to children and grandchildren are widely addressed by professional advisors. In contrast, the needs of wealth inheritors, known as the “rising generation,” are largely ignored. As a result, many inheritors grapple with the responsibilities that come with wealth. This can pose a serious threat to the well-being of the inheritor, and the family as a whole — with implications for years to come.

At the Merrill Center for Family Wealth®, we work with multi-generational families whose inheritors are grateful but often overwhelmed. Learn about our process for helping the rising generation build a healthy relationship with wealth in our whitepaper, Inheritance styles: A roadmap for the rising generation. Read about Emily, a young inheritor, who navigates the choice of inheritance style that fits her best, as well as the critical stages of wealth integration — with the help of the Center’s team and her family’s Merrill private wealth advisor. 

If a younger family member will soon be inheriting wealth, contact your Merrill private wealth advisor, who can leverage resources and insights of the Merrill Center for Family Wealth® that can help empower your loved one to embrace their new role.