Tuesday, 02 January 2024 12:17 GMT

Jonathane Ricci's JR Wealth Management Reveals Heir Education Framework For $84 Trillion Global Wealth Transfer


(MENAFN- EIN Presswire) EINPresswire/ -- As the world faces an unprecedented $84 trillion intergenerational wealth transfer over the next two decades, JR Wealth Management today revealed it has developed comprehensive educational frameworks addressing the crisis of unprepared heirs-and is exploring future program offerings to qualified families.
THE OPPORTUNITY
"Through years of commanding legal networks via Managed Legal Expertise ©TM, we've assembled extensive educational resources on heir preparedness," stated Jonathane Ricci, CEO of JR Wealth Management. "While this knowledge currently serves our existing client families, we're exploring ways to make these frameworks available more broadly in the future."

AVAILABLE FRAMEWORKS
The firm's educational resources address:
. Heir preparation strategies
. Family governance structures
. Multi-generational wealth stewardship
. Advisory team management
. International succession planning

FUTURE CONSIDERATIONS
"We're evaluating how best to deliver this education-whether through the SILENT DYNASTY ALLIANCE©TM, digital platforms, or traditional programs," noted Ricci. "The need is clear: 70% of wealthy families lose their wealth by the second generation. The solution requires careful development."

CURRENT ACCESS
Existing JR Wealth Management clients currently benefit from these educational insights through their advisory relationships. Broader program availability remains under consideration.

For information on current services or to express interest in future educational offerings, schedule a complimentary consultation.

About JR Wealth Management: Founded in 2020, operating on the principle that Silent Wealth is Multigenerational Wealth©TM.

© 2025 JR Wealth Management. All rights reserved.

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