Integrated Wealth Management Intergenerational Wealth Transfer and Family Continuity
At WM, we support families in planning the transfer of wealth to future generations while considering the needs, values and objectives of family members. The goal is to connect the way wealth is managed today with the way the family wants to transfer assets and responsibility, and to build the next generation’s decision-making capacity over time.
Intergenerational transfer touches financial, legal and tax considerations at the same time. We bring the full wealth picture into the process and work together with the family’s lawyers and accountants to connect financial, legal and tax planning with the family’s assets, needs and objectives.
Continuity is not a one-time event. The family changes, the assets change and the next generation gradually enters the decision-making circle. We support the process over time and connect it to the ongoing management of the family’s wealth, so the transition between generations is built through continuity rather than only at the moment of transfer.