Intergenerational Planning |
What future financial success does a child have inheriting a large amount of money if they are financially illiterate or have a history of poor money management skills? Having something means nothing, knowing how to use it to your benefit is powerful.
For this reason we at Peritus help our clients to prepare their beneficiaries for their future financial positions, giving them the coaching and support they need to be smart with the estate they receive. We also structure their inheritances in a way that maximises the benefit they receive and protects it from unwanted parties.
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