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A Guide to Generational Estate Planning

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 financial well-being of heirs. In this guide, we focus on the wealth transfer and tax planning aspects […]

Forget Relationships, Complex Services Are Top of Mind for HNW Clients

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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