Next Generation Planning
Wealth can bring freedom and opportunity for future generations, but it can also create conflict.
We can encourage and steer the conversations that help avoid misunderstandings. And a great starting place is to develop a good level of financial literacy. Our videos and support materials give an excellent foundation for young people entering the adult world - and a useful refresher for the rest of us!
Speak to us if you want to start a conversation about wealth in your family.