Intergenerational wealth transfers represent far more than just a change in clientele. At their heart is a complex web of family relationships that must be fully understood and navigated by advisers. As such, finding a common language and having difficult conversations remain at the heart of ensuring the inherited wealth fulfils its intended purpose. Tallying these priorities with a client's own plans for their legacy is a crucial part of modern financial advice. And, at a time when almost half of financial advisers do not have any relationship with their clients’ children, this conversation is becoming ever more important for advisers' own businesses.
This exclusive breakfast briefing held by FTAdviser, in association with Charles Stanley, will bring together IFAs to examine more closely their role as trusted advisers in the intergenerational transfer journey, and look at how they can engage with client families in a constructive and purposeful way.