7 Tips to Successfully Transfer Wealth to Your Kids
70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.
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The Forbes ranking of Best-In-State Wealth Advisors received by Paul West (2018). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 29,334 nominations received, based on thresholds – 5,961 invited to complete online survey – 9,230 telephone interviews - 1,757 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Investment News Icons & Innovators: Awarded to Ron Carson (2016) Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
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