Wealth Transfer - IPCC Corporate
Watch: 6 Steps to Preparing your Inheritors
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.
80%
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
Are your heirs
in the dark?
Read more
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.
