The Progenitor’s Dilemma: Avoiding Entitlement When Transferring Wealth

  • First Bank
  • 11/27/2023

By Doug BaumoelBlair Trippe and Katie Spencer


The article, “The Progenitor’s Dilemma: Avoiding Entitlement When Transferring Wealth,” by Doug BaumoelBlair Trippe and Katie Spencer, and originally published by Continuity Family Business Consulting, discusses strategies that parents and grandparents may use to help leave a legacy of empowerment and not entitlement with their transfer of wealth. The authors also discuss how much progenitors should give to their heirs and when.