The Center for Wealth & Legacy Studies Now 1 and 1/2 Years Old

By
Services for Real Estate Pros with Exeter 1031 Exchange Services, LLC President & CEO

What Is The Center For Wealth & Legacy Studies?

I have had a number of emails asking what this organization was all about, and I realized that I should probably introduce The Center for Wealth & Legacy Studies to the ACTIVE RAIN community.  The Center for Wealth & Legacy Studies is committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth.

Advisory Team Includes Diverse Experience and Professional Backgrounds

The Center brings together a diversity of advisory professionals with experience and professional backgrounds to identify and address the financial, wealth and legacy planning issues facing every business and family today. The Center's goals are to instill hope and provide small, closely held businesses with a specific roadmap for continued success throughout the generations to come.

Non-Profit Organization

Alan NevinThe Center for Wealth & Legacy Studies is a non-profit organization founded by a group of like-minded professionals (Bill Exeter, R.J. Kelly and Alan Nevin) who came up with this idea during a breakfast one day. 

Alan, R.J. and I recognized that R.J. Kellybusinesses and wealthy families fill a vital role in building and funding the broader community, and our communities depend upon their energy and contribution.  

We further recognized that today's media was doing an absolutely horrible job of providing valuable information, data and resources to help small, closely held businesses succeed in a challenging economic climate.  Businesses needed more in order to succeed today.

William L. ExeterThese businesses and wealthy families needed better and more accurate information and resources so that they could make better informed decisions on how to navigate through these terrible times. 

Failure To Pass Forward Wealth & Legacy Even One Generation

And, a recent study by nationally recognized family wealth consultants Roy Williams and Vic Preisser demonstrated that 70% of financially successful families fail to pass their business and wealth along to even one generation successfully.

Much of this failure comes from a breakdown of trust and communication within the family or a failure to adequately prepare their heirs.

The Center's commitment is not to just report on the issues, but to provide practical guidance on all matters of wealth and legacy planning to help the small, closely held business owner and wealthy families thrive in all types of environments. Through a variety of media and forums, The Center for Wealth & Legacy Studies provides objective clarity, expertise and perspective to local, national and international audiences.

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