Private Estate & Business Planning Briefing
Strategies High Net Worth Families Are Considering in 2026
Successful families spend decades building wealth, but far fewer spend the same level of intention protecting and transferring it.
In this recorded briefing from Prevail’s Creating Wealth Series, our team discusses estate and business planning strategies high net worth families and business owners are evaluating as we approach one of the largest generational wealth transfers in history.
Inside this discussion we cover:
- Estate tax strategies affluent families are considering
- Wealth protection strategies for high net worth individuals
- Planning for generational wealth transfer
- Estate and succession planning considerations for business owners
- Long-term legacy planning strategies
Before watching, consider this question:
If your estate plan was written five or ten years ago, does it still reflect today’s tax environment and your family’s long-term legacy goals?
If this discussion raises questions about your own estate or legacy strategy, our team would be honored to explore the conversation with you.
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Your information and inquiries remain private and confidential.
