MULTI- GENERATIONAL PLANNING

What is
multi-generational
planning?

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Multi-generational financial
planning can be defined as a
structured approach to assist a
family to protect, grow and deploy
its wealth, values and opportunities
across two or more generations,
rather than focusing solely on
a single client or couple. It is no
longer the exclusive domain of the
ultra-wealthy. As demographic and
wealth transfer trends converge,
families across the economic
spectrum are starting to recognise
the importance of coordinated
planning.

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