Values-Based Wealth Transition Model

At Rose, Snyder & Jacobs LLP, we place a great deal of attention on the values, principles, knowledge, relationships, and abilities that are responsible for generating a family’s wealth. Based on the five capitals Founding Partner Tony Rose wrote about in his book Five Eyes on the Fence, we have developed a unique method to ensure that more than just money is passed on to future generations. The Values-Based Wealth Transition Model enhances traditional estate planning practices by leveraging a family’s human, intellectual, social, structural, and of course, financial capital.

Values-based Wealth Transition Model Whitepaper