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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The parent trap: Avoiding common multigenerational wealth planning pitfalls
August 14, 20182018-08-14
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