Great Wealth
Transfer
Great Wealth Transfer
Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation
If you want to pass wealth on to your children and grandchildren, it’s wise to contemplate when it might be best to make that gift. Should you transfer wealth during your lifetime — or after?
Four important considerations that should be a part of any family wealth transfer plan: Your age; Age of Beneficiaries; Value of Estate; Types of Assets; Adhering to the family’s values and vision
Taking all of these factors into account will help you decide when the best time is for you to transfer wealth to your family, but it’s important to discuss wealth transfer with them sooner rather than later to maximise your options.
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