))
Making sure the whole family prospers
Manage episode 358036753 series 3457707
Indhold leveret af Digital Content. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Digital Content eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Meet Ursula. Ursula is in her 60s, has recently inherited a considerable amount of money and now wants to make sure that her entire family can benefit from it. The problem: she doesn’t know where to start. Ursula’s story, albeit fictional, is representative of many heirs who struggle with the intricacies of gifting.
This episode delves into intergenerational wealth transfer and how to ring-fence clients’ inheritance worries.
3 episoder
Del
