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Lifetime planning is not once in a lifetime

Estate planning
Inheritance
Family Wealth
Wealth planning

Lifetime planning is not once in a lifetime

Jul 21, 2022

Engaging the next generation and new family members in your wealth planning is vital from an early stage. We navigate the best ways to prepare your family for the future.

Open family communication to secure lifetime planning Watch the video: Lifetime planning is not once in a lifetime
Wealth Planning Directors Karina Challons and Paul Bradshaw discuss the importance of lifetime planning and what the education process for the next generation may involve. Establishing an open and ongoing line of communication between family members and their advisors can help to ensure that wealth is properly looked after and secured for the next generation. They discuss how this approach will limit risk, both in the course of your lifetime and when the next generation is at the helm.

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