Intergenerational Wealth Transfer

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.