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Family Wealth Management: How to Transfer Wealth to Your Children

July 8, 2024
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Posted in
Financial Planning
Investment Strategy
Wealth Management
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Written by
Nathan Faldmo
When meeting with our clients regarding their estate planning and family wealth management, one of the top requests is to transfer wealth to children and grandchildren. While the first thought is often to leave assets in a will or trust, why wait? A strong family wealth management plan can include gifting in the present with limited tax liabilities. Top tips to maintain control and see the benefits now.