(#115) What Would An Advisor Say About Creating A Financial Plan For The Family?

15:47
 
分享
 

Manage episode 348076298 series 3320629
由Player FM以及我们的用户群所搜索的A.B. Ridgeway Wealth Management — 版权由出版商所拥有,而不是Player FM,音频直接从出版商的伺服器串流. 点击订阅按钮以查看Player FM更新,或粘贴收取点链接到其他播客应用程序里。

Traditionally, creating a financial plan is not a one-man sport. Even those who have no children or spouse, still outline what they want to happen with their wealth after they pass. This could include philanthropic intentions, an inheritance to a niece or nephew, or a close friend that they grew up with. Regardless of your current situation, whether you have no family members or 10 beneficiaries, it is important to establish guidelines and expectations on how the money is to be distributed and under what circumstances, those distributions will be made.

Today, I want to talk about how might we help families to purposefully navigate the intergenerational complexities of family wealth dynamics and governance. Governance in this case, being “how we execute this strategy”.

Schedule A Consultation:

https://www.abrwealthmanagement.com/consultation

Subscribe to the podcast and receive a free gift:

https://www.abrwealthmanagement.com/podcast

143集单集