MAKING SENSE OF GENERATIONAL WEALTH​

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Whether you inherit liquid funds or minority interest in a family business, or are named as a beneficiary in a trust, working with a financial planner can help you:
 

• manage household cash flow throughout your life

• assess risks to your financial independence

• forecast financial needs for major life events

• incorporate tax-efficient strategies

• match investment allocations to specific life goals

• plan for management of generational assets such as residence(s) or business(es)

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In general, working with a financial planner can help you make more specific and better received requests of your trustees and majority business owners.  And if your interests are aligned with other minority owners or beneficiaries, proper planning can help you build the necessary coalition  to shape your future.