With foresight and planning, values on everything from family history to the meaning of money can endure for generations

In an age marked by rapid technological change, global political unrest, and a 24/7 news cycle, the enduring power of family lends solidity, values, and a sense of permanence to an uncertain world. For many families, shared values and traditions form the basis of a formal legacy that can be handed down from one generation to the next.

“Modern families experience challenges and opportunities of all sorts: emotional, social, and economic,” says Keith Whitaker, President of Wise Counsel Research,…