intergenerational wealth

Cuddly toy!

Speaking at PA360

There is a certain level of detail advisers and clients must get right in order to avoid some of the regular problems which can impact how an intergenerational wealth plan is put in place

‘Family dynamics, financial education and emotions’

Getting the right intergenerational wealth strategy in place can help you retain clients and grow your business – and sometimes you need to look to the youngest generations to add the most value.