Expert Commentary
InvestmentNews | When a $30 Million Inheritance Becomes a Shock: Why Heir Readiness Matters More Than Tax Planning
Brad Repinsky explains why preparing heirs for wealth can be just as important as designing a tax-efficient estate plan.
Brad Repinsky discusses why families should prepare heirs not only to receive wealth, but also to understand its purpose, structure, responsibility, and long-term impact. He explains how early communication and financial education can help prevent confusion and unintended outcomes after a major inheritance.
Read the Full ArticleAugust 1 2026
Are your clients’ heirs ready to take on the wealth they will one day inherit?
As the largest wealth transfer in history continues, preparing heirs, not just portfolios, has become a critical part of thoughtful estate planning. For many high-net-worth families, estate planning focuses on tax efficiency and how assets will transfer. But an equally important question is whether the next generation is prepared to steward that wealth.
Our Director of Estate, Tax, and Financial Planning, Brad Repinsky, shares what he sees working with high-net-worth and ultra-high-net-worth families. When heirs haven’t been brought into the conversation, or don’t understand the purpose, structure, or responsibility behind the wealth they’ll receive, even well-designed plans can create confusion or unintended outcomes.
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