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

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Manage episode 348076298 series 3320629
内容由A.B. Ridgeway提供。所有播客内容(包括剧集、图形和播客描述)均由 A.B. Ridgeway 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

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icon分享
 
Manage episode 348076298 series 3320629
内容由A.B. Ridgeway提供。所有播客内容(包括剧集、图形和播客描述)均由 A.B. Ridgeway 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

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