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Keyword: Wealth transfer

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Shot of an adorable little boy and girl having a fun day at the beach with their parents and grandparents

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

extended family walking on beach

Parents are helping children buy houses and start businesses

Three generation of women on a sofa

Some want to see loved ones enjoy their inheritance, while others are motivated by financial need

father and son conversation

Asset growth will slow amid evolving demographics, Investor Economics forecasts

inequality between people

Financial assets are concentrated among the few

  • By: IE Staff
  • September 1, 2021 September 1, 2021
  • 13:19
distributing wealth

Boomers are using permanent life insurance to leave a multigenerational legacy

extended family walking on beach

GlobalData predicts US$2.4 trillion will move firms

young people

Demographic changes will dramatically alter advisory practices

man with laptop computer on sailboat

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

moving wealth with a group of trees shaped as pie chart financial graphs

Richardson GMP’s new focus is on intergenerational wealth transfer