Sentences with phrase «intergenerational wealth transfer»

Such protections also act as an intergenerational wealth transfer from younger to older workers.

However, the wealth management industry could face a major upheaval in the coming years with an unprecedented intergenerational wealth transfer as baby boomers begin to pass down money to their children.

About 70 percent of the massive intergenerational wealth transfer will soon go to women, who will inherit once from their parents and again from their husbands (women in the U.S. tend to outlive men by 4.8 years).

With years of experience serving business owners and ultra-high net worth families, Atlas advisors address every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock, business ownership, retirement plan design, and more.

Not exact matches

Trusts can also help with the intergenerational transfer of assets and provide additional protection for your hard earned wealth.

A charitable lead trust is one of the best tools for tax savings on passing intergenerational transfers of wealth to your heirs.