A wealth planning professional should be adept at uncovering your specific needs and goals and bringing the appropriate solutions to the table—either by themselves or via their relationships with expert specialists. They should also explain the pros and cons of each approach. This is where AG Asset Advisory can help. If you find yourself in this situation, reach out to us. A long-term strategy should be created to help over-privileged children become stable, well-functioning, capable adults. This is not to say that they won’t make mistakes ever again. The aim is to help them avoid repeating harmful behaviors. Part of the solution may be to control their access to family money until they are able to make financial (and other) decisions maturely.
