Your Wealth Spring 2020

ARE YOU READY FOR ‘THE GREAT WEALTH TRANSFER’?

Over the next three decades, the asset-rich ‘Baby Boomer’ generation is expected to pass down a record-breaking amount of wealth to their often debt-saddled and rent-paying Millennial and Generation Z offspring.  Money matters are never the easiest topic, but if this intergenerational wealth transfer is to be handled successfully, families need to start discussing it.

For full briefing click here. Your Wealth Spring 2020

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