Intergenerational Wealth Management

Dec 14, 2022 | 1 min

Managing significant wealth goes beyond one’s lifetime. The stewardship of an estate becomes the duty—at least partly—of the family members who remain. This is intergenerational wealth management, the subject of this report.

Those fortunate enough to have more wealth than they need for their retirement must decide how their estate will be managed after their passing. Navigating this process is never easy. Many families choose to engage professionals to manage intergenerational wealth.


Download this whitepaper to learn more about:

  • The questions to ask when deciding how the estate will be managed after one’s passing

  • The dangers resulting from problems between the heirs

  • The importance of having a clear plan about the circumstances, goals, and planned financial trajectory of the benefactor.


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