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Family Office Managing Generational Wealth

Managing Generational Wealth

A key part of our Family Office offer is helping our clients to manage Generational wealth. These are assets that are passed down from one family generation to another and can include stocks, bonds, real estate, family businesses, and any other investments.

Every family will take a different approach to generational wealth, an important part of our role is helping families gain a clear view of how and when to involve their children in financial management.

Our highly experienced Family Office team will work with you to help manage the process with a sensitive and personal approach. We can help you navigate educating children on wealth and the responsibilities which come with it, decisions about when to involve younger generations in the planning process and ensure a smooth path through what can be an emotional time. You can read more in our blog here.

Navigating life, preserving generational wealth and educating younger generations are all challenges our clients face. In this podcast the team discuss tried and tested methodology and approaches that could work for you.

Find out more

Fill out the form below to chat with a member of our team about partnering with Traditum.

    0113 5431446
    Leeds Office
    One Park Row
    LS1 5HN

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