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Intergenerational Wealth Transfer

You’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
 

 

We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.

In a relaxed conversation, we will address topics including:

  • Inheritance
  • Taking care of loved ones
  • Legacy
  • Wills and wishes
  • Business succession/transition planning

We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.

Our Solutions

  • Who We Are
    • About Us
    • Our Approach
    • Private Wealth Planning Experience
    • Meet Our Team
    • Testimonials
    • Community Involvement
    • FAQ
  • Who We Serve
  • Our Solutions
    • Retirement Planning
    • Tax Planning
    • Investment Planning
    • Insurance Planning
    • Cash and Liquidity Management
    • Estate Planning
    • Charitable Giving
    • Intergenerational Wealth Transfer
    • Post-Secondary Education Planning
  • Education Centre
    • Articles
    • Videos and Webinars
    • Financial Resources
    • Events and Seminars
    • Money and Youth
    • Podcasts
  • Get in Touch
    • Find Our Office
    • Book a Meeting
  • Client Login

Contact

  • Powell & Associates Private Wealth Management - JAMIE POWELL, CFP RRC EPC
  • Investors Group Financial Services Inc.
  • 110 Country Hills Landing NW Suite 202,
  • Calgary, AB T3K 5P3
  • 825-535-3478
  • jamie.powell@igpwm.ca
  •  
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Our Solutions

  • Retirement Planning
  • Tax Planning
  • Investment Planning
  • Insurance Planning
  • Cash and Liquidity Management
  • Estate Planning
  • Charitable Giving
  • Intergenerational Wealth Transfer
  • Post-Secondary Education Planning
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