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Building generational wealth is more than just accumulating assets. It’s about creating a lasting legacy through careful planning and responsible management. With over 10,000 Baby Boomers turning 65 every day until 20301, the transfer of $78 trillion in Baby Boomer assets1 requires detailed planning. Real estate, a key part of family wealth, has seen home values increase by 500% since 19831.Household wealth has tripled from $38 trillion to $140 trillion between 1989 and 20221. This period brings challenges like changing tax policies and complex family dynamics. It’s essential to find a balance between preserving wealth and growing it.Diversifying your wealth…

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