Generational Wealth Management That Builds Value Across Generations

Generational Wealth Management That Builds Value Across Generations

From Making Cents of it All by Vincents

June 19, 2025 · 34 min

About this episode

The episode explores intergenerational wealth management and its strategic opportunities for families.

In this episode of the Making Cents of it All podcast, our host ⁠Louis Dooley⁠ is joined by Paul Green , ⁠ Director and strategy expert at Vincents to explore the concept of intergenerational wealth management. They discuss how taking a longer-term view of wealth creates strategic opportunities for families to manage wealth and transfer it across generations more effectively and collaboratively. Amid rising economic pressures and shifting generational opportunities, Paul shares how proactive planning can significantly increase financial outcomes and enhance quality of life across generations while preserving legacy and financial integrity. Connect with Louis on ⁠⁠LinkedIn⁠⁠ Connect with Paul on ⁠⁠⁠ LinkedIn⁠⁠⁠ Reach out to us at ⁠⁠makingcentsofitall@vincents.com.au⁠⁠ or on LinkedIn with any questions, feedback or topic requests. The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to…

People in this episode

Host: ⁠Louis Dooley⁠

Guest: Paul Green

Topics covered

  • generational wealth
  • wealth management
  • financial planning
  • legacy preservation

Keywords

  • economic pressures
  • financial outcomes
  • quality of life

Mentioned in this episode

Books & works: Making Cents of it All

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