Coming in November: a guide from Mario Govic on keeping family wealth intact from one generation to the next.

SARASOTA, FL / ACCESS Newswire / November 12, 2026 / Mario Govic, Founder and President of Govic Capital, today announced the upcoming release of Protecting Family Wealth Across Generations, a free guide for families who want the assets they have built to outlast them. The guide will be published in November 2026 at MarioGovic.com.

Families often spend decades building a business, a property portfolio or an investment base, and far less time deciding how it will be owned, managed and handed down. The guide is being written for those families and for advisors who work with them. It will focus on the decisions that tend to matter most and on the mistakes that are easiest to avoid when they are addressed early.

Protecting Family Wealth Across Generations will cover:

Planning beyond the paperwork. Why a will and a trust are a starting point rather than a plan, and what a working family wealth plan includes.
Ownership and structure. How trusts, holding entities and ownership agreements fit together, and when each one is worth the complexity.
Preparing the next generation. Financial education, clear expectations and simple family governance that give heirs a role before they inherit one.
Managing the common risks. Taxes, liability, liquidity, divorce and untimely transfers, and the planning that reduces each.
Working with advisors. How to assemble and coordinate legal, tax and investment professionals so advice is consistent rather than fragmented.

“Most families put years into building wealth and only a few hours into planning how it will be passed on,” said Govic. “This guide is meant to help families start those conversations earlier and with a clearer structure.”

“The principles hold whether a family is managing a company, properties or a portfolio,” Govic added. “Clear ownership, prepared heirs and coordinated advisors protect wealth more reliably than any single investment decision.”

Once published, the guide will be free to read at MarioGovic.com. It is intended as general education and is not legal, tax or investment advice; families are encouraged to work with qualified professionals on their own situation.

About Mario Govic

Mario Govic is the Founder and President of Govic Capital, an independent wealth management firm based in Sarasota, Florida. A wealth manager and investment advisor with more than 25 years in financial services, he founded Govic Capital in 2012, and is also the founder of Civog Capital Management. Born in Croatia and raised in Germany, he came to the United States in 1999 and was named to the National Federation of Croatian Americans Cultural Foundation’s 40 Under 40 in 2017. He writes about family wealth, capital preservation and multigenerational planning at MarioGovic.com.

About Govic Capital

Govic Capital is an independent wealth management firm based in Sarasota, Florida. Founded in 2012, the firm provides private wealth management for individuals and families, with a focus on value investing, capital preservation, tax-efficient income investing and multigenerational wealth planning. More information is available at govic.com.

Securities and Advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Rd Davenport, IA 52807 563.326.2064 Govic Capital and Ausdal Financial Partners, Inc. are separately owned and operated.

Media Contact

Mario Govic
Govic Capital
mario@mariogovic.com
MarioGovic.com

SOURCE: Mario Govic