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Bestowing inheritances and gifts to younger generations can provide significant and life-changing opportunities. It is important to make sure that all parties are prepared for the transition of this wealth.

Working with our team of financial experts to plan and execute your intergenerational wealth transfer can be the difference between providing a financial legacy for your family or leaving them with a complicated financial situation.

Speak to our experts about intergenerational wealth transfers.

Ensuring a smooth process

For some, coming into an unexpected amount of money can lead to high emotions, rash decisions, and uninformed financial investments.

Planning and preparation is essential to making sure this is avoided. Having an experienced and independent intermediary ensures that all options are considered. By discussing these issues with our team of experts, you are reducing uncertainties, identifying and voicing challenges, and planning for every potential outcome.

As financial advisors, our goal is to ensure that you fully understand the process of an intergenerational wealth transfer. We endeavour to provide clarity and guidance on the process of transfer and managing family money, and how that affects your entire family unit.

We will take the time to understand your family’s goals and concerns and find proactive solutions that meet everyone’s needs. We seek to keep your wealth transfer goals in sight while also ensuring holistic financial and tax planning strategies are put in place.

How we deliver:

  • Bring generations together to discuss the family legacy
  • Make sure that the next generation is comfortable and thoroughly prepared to manage their inherited wealth
  • Provide recommendations and advice on how to make sure assets are passed on in the most effective manner – including estate and inheritance tax related matters
  • Aid in the seamless transition of wealth, including ensuring asset protection and financial security for all family members

Meet the Experts

Speak to our experts about intergenerational wealth transfer