Your Family Board

Your Family Board from McIntyre Financial Advisory

By: McIntyre Financial Advisory  25-Jun-2011
Keywords: Financial, Financial Planning, Boutique

 

Your Family Board

Some of our clients have extensive financial assets, and particularly complex financial affairs, with needs and goals that may stretch across many generations of the same family. 

Research has shown that families that invest in or dedicate time to ‘personal values’ and ‘wisdom transfer’ stand a far better chance of keeping the wealth within the family beyond the third generation.

We offer a Family Board service to help deal with the financial and non-financial issues involved with generational wealth transfer.   

Keywords: Advisory, Boutique, Clients Best Interest, Fee for Service, Financial, Financial Planning,

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