Primarily wealth transfer is focussed on the tax efficient transfer of that wealth to subsequent generations, eg, children and grandchildren, however, it may (and often does) include philanthropy and impact investing.
Disclaimer: The information provided on this website is for informational purposes only and should not be construed as financial advice. The content presented is believed to be accurate, however, no warranty or guarantee is given as to the accuracy, reliability, or completeness of the information. This website and its authors are not responsible for any errors or omissions, or for any actions taken based on the information provided. Before making any financial decisions, it is strongly recommended that you seek professional advice from a qualified professional. This website and its authors shall not be held liable for any losses or damages resulting from the use of the information provided. Please note that any financial adviser we introduce you to is not employed by YourWealthTransfer.com and we do not accept any liability for their advice. You should always conduct your own due diligence and ensure that any financial adviser you work with is suitably qualified and regulated by a statutory body. Our introductions are solely intended to provide you with access to qualified advisers who may be able to assist you with your financial needs.
© 2024 Your Wealth Transfer. All rights reserved.
Leave A Comment