Generational estate planning refers to the process of managing and transferring wealth across multiple generations within a family. It involves creating a comprehensive plan to preserve and distribute assets in a tax-efficient manner while also considering the long-term well-being (financial and otherwise) of heirs. In this guide, we will focus on the wealth transfer and […]
Aaron White, Chief Growth Officer at Adero Partners, was interviewed by InvestmentNews to discuss key advanced planning strategies for high-net-worth and ultra-high-net-worth clients. “Our clients have no idea what’s in their 60-page estate plan,” White said. “They don’t understand it, they can’t visualize it, so the service that we’re rolling out to visualize estate planning, […]
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