Wealth Transfer - IPCC Corporate
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Wealth Transfer - Get Wealth transfer advice
Get wealth transfer advice that works for you and your family
Whether you are preparing to pass on your wealth or getting ready to inherit, conversations with your next of kin can get tricky fast – to say the least. That’s just one reason why so many families put off the discussion (sometimes, until it’s too late).
The challenge? Figuring out who gets what and why. Then explaining it to everyone in the family.
It’s not just about the numbers, it’s about balancing emotions and maintaining family bonds.
With an Advisor by your side, we’ll get to know you and your story, which helps make these family conversations less awkward – and less stressful - for everyone involved.Let’s start a conversation
Let's talk about the wealth tranfer - Wealth Transfer
Let’s talk about the wealth transfer elephant in the room
Communicating early, discussing your intent, and sharing family values about money helps ensure your wealth moves more smoothly between generations.
We will work to facilitate these sensitive, yet important discussions with your loved ones. We’ll start by getting to know you and your family – to understand your personal money values and how you want your legacy to be managed. Then, we’ll help prepare your loved ones to inherit and steward the wealth you’ve built while honouring the legacy you leave behind.
Have not introduced
heirs to their advisor
Have not had any
discussion with their heirs
Plan to at some point
Don’t plan to at all
Family Friction - Wealth Transfer
Avoid Family friction
It takes courage to discuss your legacy
Having a wealth transfer discussion is important for many reasons. Sure, it helps everyone understand who gets what – when and why, but more importantly, it helps avoid family friction, so you can get back to creating joyful memories together.
Advisors help you
Have a conversation – without splitting heirs
We are here to help start the conversation, plan, prepare and execute your wealth transfer strategy.