Bring a new perspective to family wealth transfer

The largest transfer of generational wealth is happening before our eyes. By 2030, it’s projected that the total amount transferred within households will be $1.64 billion. But wealth transfer isn’t strictly a financial process. It’s an emotional one, too. Legal fees and delays and complex family dynamics all play a role. This case study outlines how segregated fund policies can provide invaluable privacy, control and payout potential, allowing clients to maximize their legacy and divide their estate as they see fit.

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