New Hands at New Tillers: How to Play the Generation Game by ThoughtLeaders4 Private Client

  Live Virtual Event         Monday, 12 December 2022            12 PM - 1 PM

Katie Bonfrer, Director in Jersey, moderated the 'New Hands at New Tillers: How to Play the Generation Game' live virtual event hosted by ThoughtLeaders4 Private Client.

We are in the largest world transfer event since the second world war, so how are we planning on passing down our money? In the last two to five years, we have seen the biggest transition of corporate entities, so what are our predictions with what happens next?

In this session, the experts explored a variety of topics, including:

• Corporate vs Private Wealth debate;
• Governance framework;
• Post-death event issues;
• Unusual asset classes; and
• Responsibilities as advisors to the next generation dealing with wealth.

For more information about this event, watch the full recording below or click here.

If you'd like more information about this topic, please get in touch with our Private Wealth specialist.

To learn more about our Private Wealth services, click here.

Watch the event: