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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