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Family Office Bulletin

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Family Office

How comfortable would your clients’ families be in seeking advice from your business?

With £5.5tn expected to be passed to the next generation in the UK between 2020 and 2047*, successful intergenerational planning is crucial for the future success of financial advice firms across the UK.

But how comfortable would your clients’ families be in seeking advice from your firm?


Read the latest research from Prudential which clearly shows why now is the time to address these issues with your clients – before it’s too late.Access Prudential’s ground-breaking report “Family Wealth Unlocked” HERE

*source: Kings Trust

 

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