|
Multi
Generational Wealth Management
The
family is the first and most intimate level of multi-generational
relationships, where all tend to invest in one another and share in the
fruits of that investment. It has been termed the "first
resource and last resort" for its members. Families, however, are
experiencing demographic, cultural and socio-economic changes with
implications for intra-familial relationships, including in
care-giving. The changes both challenge and bring opportunities to
multi-generational relationships. - United Nations - International Year
of Older Persons, 1999.
By carefully listening and considering the dreams and desires of the
elder generation and those of subsequent ones, we can enhance the
financial well-being of multiple generations. As with all areas, we
look at not only the hard numbers, but also examine in detail issues
involving the meaning and perception of money, letting go, dispute
resolution, family council meetings, control, liquidity, creditor
protection, tax minimization and privacy. The stress that money causes
individuals is by far greater than from any other source.
Networth Asset Management Insurance
(If you would like more
information on various risk solutions, please click here and let us
know how we may be of service to you)
Multi Generational Wealth
Management
Risk Management and Family
Security
Retirement Goals and Estate
Planning
The Unique Financial Concerns of
Women
Business Strategies and
Succession Planning
An Industry First "Custom
Created Portfolio Report Cards"
|
