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Complexities of Generational Wealth Transfer Explored

Summary by riskinfo.com.au

While many parents want to support their children and grandchildren with cash gifts and loans, they also need financial security in their later years, says Marshall Ross, Partner Education Manager at Acenda. Speaking during an online seminar on generational wealth transfer – $3 trillion is expected to pass from baby boomers to younger generations over […]

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2 Articles

riskinfo.com.au

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riskinfonz.co.nz

Complexities of Generational Wealth Transfer Explored

While many parents want to support their children and grandchildren with cash gifts and loans, they also need financial security in their later years, says Marshall Ross, Partner Education Manager at Acenda. Speaking during an online seminar on generational wealth transfer – $3 trillion is expected to pass from baby boomers to younger generations over […]

11 days ago

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riskinfo.com.au broke the news in 11 days ago on Thursday, August 7, 2025.

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