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Protect What Powers You: Strategic Health & Care Planning for Generational Resilience

For ultra high-net-worth (“UHNW”) families, integrating health into wealth planning isn’t optional — it’s essential for legacy, performance, and peace of mind. The good news: Individuals today are living longer. Over the last 200 years, life expectancy in the US has doubled and now averages 78.8 years.1 The bad news: This tremendous gift also brings new responsibilities. With extended longevity comes the reality of rising healthcare needs, increasing complexity of care, and the need for thoughtful and prolonged preparation. Just as families plan deliberately for education, retirement, and estate transitions, strategic planning for health and care has become a critical pillar of generational resilience. For UHNW families, where stakes are high and expectations of quality and coordination are nonnegotiable, this planning is both a safeguard and a legacy strategy. The upcoming holiday season brings families together in ways that few other times of year do. Amid celebrations and meaningful traditions,...

01.05.2022
Estate Planning and the Advantage of Delaware Directed Trusts

Estate Planning and the Advantage of Delaware Directed Trusts

"Delaware has a unique and sophisticated court, the Court of Chancery, specifically created to handle trust matters. The Court has a history of preserving, protecting, and supporting trust terms. "