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Working Smart
By Lee Rossini
Intergenerational wealth is the transfer of financial assets, property, businesses and other resources from one generation to the next. For financial planners, it represents both a responsibility and an opportunity: preserving wealth is not only about managing investments, it is also about preparing families to make sound financial decisions across generations. According to the CFP Board, as substantial amounts of wealth are expected to change hands in coming decades, planners who build relationships with the whole family are better positioned to provide continuity and retain assets.
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