OUR TEAMLegacy Planning

The unfortunate reality is that the majority of affluent families lose the family estate by the end of the third generation. Even more tragic… the family heirs often become alienated and the family is fragmented due to conflicts over money. Hardly the picture of the legacy for which most families desire to be remembered. Legacy experts help families reverse the trend and establish a legacy that restores family unity… transfers core values… and continues to grow the family estate through successive generations.

Gwen Carter, PhD

Dr. Carter graduated Summa Cum Laude with a Bachelor of Arts in business management and psychology from Southeastern Oklahoma State University. She then graduated from Texas Woman’s University with a Masters of Arts and Ph.D. in Psychology. She is a licensed psychologist and member of the American Psychological Association. She is a Certified Wealth Consultant Candidate with The Heritage Institute. She loves connecting with families, helping them define their vision and building a family team based on communication and trust that can unite them across generations. In her free time she enjoys spending time with her adult children and grandchildren on their houseboat at the lake. She is an avid reader and thoroughly enjoys reading books relating to multigenerational wealth required by The Heritage Institute. Dr. Carter Serves as the Team Expert in Legacy and Heritage Planning for CWA.