Managing risk in intergenerational wealth transfer
Preston Foster
Sep 05, 2024
By 2050, $3.5 trillion in wealth cultivated by the baby boomer generation will be passed on to their children and grandchildren. This has been labelled the ‘great wealth transfer’, and…
Intergenerational Wealth Transfer: 5 tips to navigate family dynamics
Preston Foster
Nov 07, 2022
Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. So…
Protecting your children’s inheritance from divorce
Preston Foster
Feb 25, 2021
Family relationships are complex and constantly changing. Whether it is your divorce or that of one of your children, a marriage breakdown changes dynamics. While you may maintain the most…
How do I ensure my wealth will effectively transfer to my beneficiaries?
Andrew Dunbar
Sep 08, 2020
When we talk about financial goals and future planning with our clients, a common question or priority is about wealth transfer to beneficiaries. For many, it’s not only about ensuring…
