Sentences with phrase «generational transfer»

I will admit that SS is a ponzi scheme or generational transfer program — and that this might be less than ideal.

Advisors are not paying attention to inheritances from sources other than parents and are losing clients in generational transfer, according to Spectrem.

After he builds rapport with the clients on the leases, it's not rare for the rancher to ask Josh to review the estate planning and generational transfer issues.

We work with individuals, families and small businesses through all phases of the wealth lifecycle — accumulation, preservation and generational transfer.

Millennials, like Morgan Stanley Financial Advisor Kate Bregman and Complex Business Development Manager Kevin Pasha, understand just how much this generational transfer of wealth matters.

Beyond a standard wealth management offering and corporate advisory solutions for the family business, LCA offers family governance guidance and also provides a forum to source answers to numerous non-financial issues (succession & generational transfer, legal structuring, immigration, family charters etc.).

All told, a «generational transfer» of $ 30 trillion in financial and non-financial assets is expected to change hands from U.S. baby boomers to their children over the next few decades.

The generational transfer of the cottage, or its sale, is often traumatic.

A sunken Melrose Place Convo Pool designed by Mel Chin will be a prime space to discuss the ramifications of «the generational transfer of ideas» developed by the work of the GALA Committee.