C3 Financial Partners

Heir Quality

Many families do not properly prepare their heirs for significant transfers of wealth. The same way that we are concerned about our “air quality”, the cleanliness of the air we breathe, we should be concerned about our “heir” quality, our heirs’ ability to receive and manage their assets.  To learn more, watch this brief video.

Individuals and businesses, even nonprofits, engage us to identify, prepare for, and manage some of the risks they can't control.