Family wealth planning - connected through you
3 October 2023
That's just one of the reasons why M&G Wealth have launched the new family wealth planning hub - to provide you with some of the resources to help you get conversations started with your clients.
One of the key pieces of support is the 2023 Family Wealth Unlocked report – which reveals notable changes in intergenerational conversations, behaviors, 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
Get your copy of the 2023 Family Wealth Unlocked report here
