The RSJ Thought Center

Your Checklist for Protecting Structural Capital—the Glue that Holds Core Capitals Together

Posted by Tony A. Rose on Aug 27, 2015 9:03:00 AM

Taking Action on a Values-based Wealth Transition Plan

Structural capital is how the family goes about taking action. Successful families, especially those who have acquired and retained their wealth over a long period of time, have structures that promote building and sustaining that wealth.
 
Does your estate plan protect your structural capital? Here are a few questions from our checklist to assess the strength of your future structural capital.

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Topics: Wealth transfer, Ultra high net worth families, Values-based wealth transition, Wealth transfer in ultra-high net worth families, Structural capital in estate planning, Estate planning, Values-based wealth transition model

How to Tie Your Wealth Transition Plan Together with Structural Capital

Posted by Tony A. Rose on Aug 12, 2015 9:18:00 AM

Part 4 of 4 in Our Series on Values-based Wealth Transition for High-Net-Worth Families

In the other blogs in this series, we have talked about five core capitals that are at the heart of the model high-net-worth families use to transfer and preserve wealth and a family’s legacy.
 
The fourth of these capitals is structural capital. Simply put, structural capital is how the family goes about taking action. 

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Topics: Wealth transfer, Ultra high net worth families, Values-based wealth transition, Wealth transfer in ultra-high net worth families, Structural capital in estate planning, Estate planning, Values-based wealth transition model


Rose, Snyder & Jacobs LLP is a CPA firm based in Encino, CA that serves private and public companies, business owners and high-net-worth families. Our services include tax, assurance, estate planning, business advisory, and wealth transition consulting. We deliver a long-term perspective and innovative accounting solutions so our clients can focus on their success. Call us at 818.461.0600 for a confidential, no-obligation discussion.
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