Sponsored article – for financial services professionals only
Family wealth planning – connected through you
Discussing wealth can often be a difficult conversation for clients to have with their families. Which is why more and more clients are looking to their financial adviser for help in facilitating these discussions.
That’s just one of the reasons why M&G Wealth have launched the new family wealth planning hub – to provide advisers with some of the resources to help get conversations started with clients.
One of the key pieces of support is the 2023 Family Wealth Unlocked report – which reveals notable changes in intergenerational conversations, behaviours, and actions.
In the report you’ll find:
- The extent to which families sharing an adviser has increased in a difficult year
- How families are reporting they intend to leave increased inheritances – despite the cost-of-living crisis
- Concerns about children ‘squandering their inheritance’ and how this remains a barrier to early gifting
- Which adviser skills are most highly prized by clients in 2023
You can get your copy of the report here
