The Great Wealth Transfer

Explore the concept of the Great Wealth Transfer in our latest podcast series with Ensombl. Listen as we dive into client mindsets, the growing phenomenon of living legacies, estate planning without lawyers, and how advisers can engage families to deliver better wealth transfer outcomes.

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Cultural and generational differences: Client mindset, nest egg mentality and inheritance approaches

Living legacies: Why clients are demanding them
The Great Wealth Transfer: Opportunities for financial planners to play a key roleWealth transition: How advisers can retain the next generation of clients