In this episode of the Making Cents of it All podcast, Louis Dooley is joined by Paul Green, Director and strategy expert at Vincents to explore the concept of intergenerational wealth management.
They discuss how taking a longer-term view of wealth creates strategic opportunities for families to manage wealth and transfer it across generations more effectively and collaboratively. Amid rising economic pressures and shifting generational opportunities, Paul shares how proactive planning can significantly increase financial outcomes and enhance quality of life across generations while preserving legacy and financial integrity.
Reach out to us at makingcentsofitall@vincents.com.au with any questions, feedback or topic requests.
The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances. Guests appearing on this podcast may have a commercial relationship with the companies mentioned.
