According to the old adage, no matter what level of wealth a family has managed to build up, there is still a tendency for them to go “From shirtsleeves to shirtsleeves in three generations. In a highly uncertain world, transferring wealth across the generations efficiently is more of a concern for families now than ever. […]
Read Article
Paul Killik, Senior Partner and founder of Killik & Co, explains his firm’s approach to helping affluent investors and their families achieve their financial goals – with intergenerational wealth management a key focus. How would you describe Killik’s wealth management offering? Which services are the main focus? Relationships have always been at the core of […]
Read Article
Recent news that private school fees have risen by 20% since 2010 may have panicked many parents, yet there are a whole range of strategies a wealth manager can deploy to make the costs more manageable. Here, advisers from a range of institutions represented by findaWEALTHMANAGER.com give their top tips for parents. A new study […]
Read Article
Inter-family loans are increasingly common, but a recent legal case has highlighted the need for formal repayment agreements, explains Judith Fitton, Partner at law firm Mundays. Would you lend nearly £300,000 to help someone renovate their home? Would you bother to put the agreement in writing? What if that someone was your son, would that […]
Read Article