Intergenerational Wealth Management

Working together as a family…

Passing on wealth used to be a fairly standard idea. Now, with rapid social change and much longer life-expectancy, the whole concept is being challenged. In the next few decades millions of families will have more than one generation in retirement, and that means rethinking how families can support each other.

Intergenerational Wealth Management is a new way of using wealth within the family. It involves stretching retirement income across multiple generations, investing in the young, or helping loved ones onto the property ladder. We can advise on how you can use your wealth for the benefit of your whole family during your lifetime, and how to future proof it when you are no longer around.

It’s a complex, revolutionary way of thinking about finance, and specialist expertise is a must. But it’s also a deeply personal set of choices, and you have a team here that is a family who care about you and your family.  Let our family’s generations support with the financial planning of your family’s generations.

That’s where Wells & Co. really come into our own.