From silos to strategy: Managing intergenerational wealth effectively

About this episode

The episode discusses the complexities of intergenerational wealth transfer and the importance of a collaborative approach among financial advisers.

In this episode of the ifa Show, host Keith Ford speaks with Dwayne Fernandes, senior financial adviser and partner at Principal Edge, about the complex realities of intergenerational wealth transfer for high ‑ net ‑ worth families and why a multi-disciplinary team is so important for client success. Fernandes breaks down the blind spots that can undermine long-term outcomes when professionals take a siloed approach rather than working collaboratively, and why financial advisers are well placed to take the project lead role. Tune in to hear: How the $3 million super tax – and the new $10 million threshold – could change client thinking. Why early, proactive estate and succession planning is essential. The shifting role of the financial adviser.

People in this episode

Host: Keith Ford

Guest: Dwayne Fernandes

Topics covered

• intergenerational wealth
• wealth transfer
• financial advising
• estate planning
• collaborative strategy

Keywords

• intergenerational wealth
• wealth transfer
• financial adviser
• estate planning
• siloed approach
• high-net-worth families
• super tax

Mentioned in this episode

Organizations: Principal Edge

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