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Estate Planning


planning across generations

Planning across the generations

8th December 2016 | Carolyn Gowen | Category: Estate Planning

While we are often asked by our clients to work with their adult children to ensure the smooth passing of wealth to the next generation, sometimes we’re also asked to help their parents.

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Top 15 tips to teach your children about money

23rd September 2016 | Carolyn Gowen | Category: Estate Planning | 4 minute read

As with many things in life, starting with the basics can be a great help. Here are 15 tips I wish someone had told me as a young adult.

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Preparing your heirs: Part 4 – The first family meeting

28th April 2016 | Carolyn Gowen | Category: Estate Planning | 2-3 minute read

Creating a structured process for managing the family’s wealth is crucial to ensuring that the wealth survives beyond the immediate family and is a force for good rather than a destroyer of ambition.

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Your silence is damaging

18th March 2016 | Carolyn Gowen | Category: Estate Planning | 4 minute read

Most parents would rather talk about sex than money, it is perhaps unsurprising that 70% fail to successfully pass on wealth across multiple generations.

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Preparing your heirs Part 3: The family mission statement

11th March 2016 | Carolyn Gowen | Category: Estate Planning | 2 minute read

The family mission statement is the first step in creating a plan which will guide the family in its financial decision making throughout the years.

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A helping hand up

25th February 2016 | Charles Wood | Category: Estate Planning | 3 minute read

When meeting with our clients, one frequently recurring statement is: “We want to provide our children with a helping hand up not a handout.”

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Preparing your heirs: Part 2 – Why it matters

15th January 2016 | Carolyn Gowen | Category: Estate Planning | 2 minute read

Managing the family wealth is, essentially, no different from running a business, which is great news since most wealth creators are familiar with that concept.

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Preparing your heirs: Part 1

23rd December 2015 | Carolyn Gowen | Category: Estate Planning | 2 minute read

Over the coming weeks I am going to be looking at the issues families face in dealing with wealth transfer and the positive action that can be taken to improve the chances of that wealth lasting through successive generations.

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