Intergenerational Wealth Transfer

Overview

Wealth brings with it some important questions, including the obligation to have an approach to managing it. For families of significant wealth, it primarily revolves around the requirement to develop an investment strategy that seeks to ensure the wealth is maintained for future generations. It creates an obligation to address some quite personal issues, including balancing the requirements of the current generation. This shift in perspective changes the investment focus to an intergenerational approach to create an investment portfolio that is focused on delivering the goals of future generations.

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