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Generational & Family Planning

Preparing the next generation for the transfer of family wealth is an essential component of family wealth management. Cardinal Point ensures the necessary education is in place so that all generations involved understand the responsibilities of managing and maintaining wealth. This education can include:

  • Generational transfer and inheritance planning discussions with all family members and their respective professional advisors
  • One-on-one educational meetings with younger beneficiaries
  • Research and recommendations for third-party family wealth management conferences and workshops for family members
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Legal and Compliance

"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises three legally separate companies: Cardinal Point Wealth Management, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management Inc., a U.S. registered investment advisor and a registered portfolio manager in Canada and Cardinal Point Wealth Management Inc., a Canadian financial planning firm. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.