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Avoid ‘Shirtsleeves to Shirtsleeves’ in Three Generations by Shifting Inheritance Vision to Private Capital, Says The Madison Group Report


New Madison Group Report at Family Enterprise USA Shifts Family Business Inheritance Strategy to Values and Private Capital Focus

A shift in how multi-generational family business owners think about inheritance versus private capital can change not only next ownership generations, but potentially the world, according to a new report by The Madison Group, Inc.

The report, published with Family Enterprise USA, details how a simple re-casting of traditional inheritance strategies among wealthy family business owners can avoid the natural cycle of wealth creation, wealth stewardship, and wealth dissipation, or the well-known axiom, “shirtsleeves to shirtsleeves in three generations.”

Analysts at The Madison Group, Inc., based in Greenwood Village, Colo., focused the report on the critical differences between generational spending needs versus generational values. The report also delves into the issue of “where is philanthropic money best spent?”

“One of the more empowering ways for families to look at wealth is to view it as private capital with a shared mission to grow wealth in each generation,” said Mark Richards, President and CEO, The Madison Group, Inc. “This gives each new generation more opportunities for deploying..." (continue reading full article)

Our thanks to Mark J. Richards & The Madison Group.

Read the full article, please click.

About The Madison Group
The Madison Group is one of the largest independent financial firms in the U.S. dedicated to comprehensive wealth preservation since 1968. We specialize in providing affluent families, business owners and executives with unique, tax-efficient wealth transfer and business continuity strategies. We value solutions that have simplicity at their heart and are manageable across generations.
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Pat Soldano
President; Policy and Taxation Group
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