We will help you preserve your wealth and transfer it successfully and tax-efficiently across multiple generations. Today, young people don’t start earning well until their late 20s, so we work to preserve intergenerational wealth for your family.
We will:
Ensure your wills are updated, and trusts are in place to secure the course of your wealth.
Encourage you to speak with your children regarding household finances and investing.
Learn about your youngsters’ goals and aspirations and initiate a relationship with them.
Open their accounts, provide recommendations, and educate them on the fundamentals.
Explain why certain investment ideas that intrigue them could be risky or ill-advised.
Extend the same asset management fee to the entire household.