Get wealth transfer advice that works for you and your family
Whether you are preparing to pass on your wealth or getting ready to inherit, conversations with your next of kin can get tricky fast – to say the least. That’s just one reason why so many families put off the discussion (sometimes, until it’s too late).
The challenge? Figuring out who gets what and why. Then explaining it to everyone in the family.
With an Advisor by your side, we’ll get to know you and your story, which helps make these family conversations less awkward – and less stressful - for everyone involved.
It’s not just about the numbers, it’s about balancing emotions and maintaining family bonds.
Watch: 6 Steps to Preparing your Inheritors
Let's talk about the wealth transfer elephant in the room
Communicating early, discussing your intent, and sharing family values about money helps ensure your wealth moves more smoothly between generations.
We will work to facilitate these sensitive, yet important discussions with your loved ones. We’ll start by getting to know you and your family – to understand your personal money values and how you want your legacy to be managed. Then, we’ll help prepare your loved ones to inherit and steward the wealth you’ve built while honouring the legacy you leave behind.
Having awealth transfer discussionis important for many reasons. Sure, it helps everyone understand who gets what – when and why, but more importantly, it helps avoid family friction, so you can get back to creating joyful memories together.
Avoid family friction
Advisors help you
Have a conversation without splitting heirs
We are here to help start the conversation, plan, prepare andexecuteyour wealth transfer strategy.
