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The parent trap: Avoiding common multigenerational wealth planning pitfalls

August 14, 2018


By BNY Mellon’s Pershing

BNY Mellon’s Pershing, in conjunction with Beacon Strategies, examined the factors critical to success in sophisticated and sustainable multigenerational wealth transfers, along with obvious and not-so-obvious traps for advisors to sidestep when dealing with this lucrative, yet complicated market through original research and interviews with financial and generational experts.

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