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Intergenerational wealth transfer: developing your business strategy

Your business needs an intergenerational wealth strategy for client retention and growth. Join our experts as they discuss the latest thinking about client and family behaviours when wealth is passed on.

 

 

 

This informative webinar covers:

  • Assessing the risk your business faces
  • How to add value with an intergenerational wealth strategy
  • The opportunities to make a good impression with your clients’ family

 

Watch the webcast