Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes.
Increasing life expectancy and major social change mean many families need to reconsider how their wealth can work harder for the benefit of the whole family.
Traditionally, wealth has passed from one generation to the next upon death. However, intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes.
Find out how I can help you with financially supporting the other generations in your family.
Intergenerational insurance policies offer much in terms of delivering the reassurance that everyone in the family is, or can be covered.
Supporting parents or helping children can be a daunting prospect, let me help you today.
Supporting your children onto the housing ladder is undoubtedly a very generous act, but starting an investment plan from a very young age has even more added advantages.
If you would like to speak to us about a particular issue or wish to find out more about the services I offer, please get in touch.