Delisle Advisory Group’s Post

Discussions about wealth and inheritance with families are sensitive yet crucial. Gain insights from Connie Chong, First Vice President, on her approach to addressing multi-generational planning. Read more on her insights here: https://bit.ly/4cGn5k8   #transparency #lifeinsurance #wealthplanning #howdenprivatewealth

Money touches every aspect of our lives yet having discussions around financial matters is uncomfortable for families. Money matters present us with many paradoxes and contradictions that are both social and deeply personal. The Family Business Consulting Group (FBCG) has a wealth of articles on relevant topics. Read more on this and other topics at https://buff.ly/40voh4y . . . #thefbcg #fbcg #familybusiness #familyowned #collectiveownership #legacy

Exploring the complexities of inheritance: Discover when dividing assets equally among children is the right choice and when it isn't on our weekly blog! https://lnkd.in/erxpGtFF #InheritancePlanning #FamilyWealth #EstateDecisions #EqualInheritance #FinancialWisdom #LegacyPlanning #FamilyMatters #EstateAdvice #WealthManagement #PlanAhead

How does policy development contribute to the protection and preservation of a family's legacy and wealth across generations? We invite you to watch our #LGA Insights and discover valuable resources to guide you through the complexities of managing family businesses. https://lnkd.in/eey_ZNGr Policy development plays a crucial role in safeguarding family legacy by establishing clear guidelines and structures that ensure the responsible management and transfer of assets across generations. It provides a framework for decision-making that aligns with the family's values and long-term goals, helping to preserve wealth and legacy for future generations. Connect and share: https://lnkd.in/egzZrveM #familybusiness #governance #continuity #legacy #nextgen

When Inheritance Goes Awry: Navigating Family Tensions A young woman faces turmoil as her inheritance plummets due to her parents' investment mistakes. Her reaction to cut ties raises an important question: how can families mend relationships while addressing financial setbacks? Discover insights on resolving such sensitive issues in this thought-provoking discussion. #FamilyDynamics #InheritanceIssues #FinancialWisdom #RelationshipAdvice #InvestmentLoss #ConflictResolution #MarriageChallenges #ParentChildRelations #EmotionalHealing #NavigatingFamily

Interesting paper by Sarah Kerr and Michael Vaughan for Joseph Rowntree Foundation (JRF) on 'changing the narrative on wealth inequality', including this: 'wealth inequality is more than a revenue issue: it is a deep social and economic justice issue. If we define it in this more expansive way, then wealth tax becomes one of many other potential solutions. We create space for thinking how justice might be delivered diffusely: taxing wealth at the top is surely a priority, but justice might need to be built productively through, for example, supporting the development of new community or public assets, or through the re-commoning of previously privatised national assets.' https://lnkd.in/ea7Bfm7r Max Lawson Armine Ishkanian

Are you happy? #wealthtransfer #GenerationalWealth #WealthManagement #FinancialPlanning #LegacyPlanning #FutureProofing #WealthTransfer #EstatePlanning #FinancialLiteracy #FamilyOffice #ImpactInvesting #ProtectingYourLegacy #WealthTransferStrategies #FinancialPlanningForFamilies #BuildingAFamilyLegacy #financialliteracy #adulting101

You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your beneficiaries? Not doing so could mean that your beneficiaries may be unprepared for receiving an inheritance, or they perhaps expect to inherit a substantially different amount than you intend. Read our blog to find out why it's important to keep them in the loop - https://bit.ly/3U6x9Lp #Planning #Inheritance #Beneficiary #FinancialPlanning #WealthManagement

Yep! #lowincome families and pellepeople with a #tightbudget ar have looked to coastacereal as a meaner for a long time- doesn’t mean #richoldmen should suggest it to them. #outoftouch #kelloggs #kelloggsboycott #capitalism #consumerism #trickflation #inflation #economycrisis #costoflivingcrisis

Inheritance disagreements between beneficiaries #estateplanningattorneyoklahoma #probateattorneyoklahoma https://lnkd.in/dcyPrQKu Estate Planning newsletter: https://lnkd.in/ebzbxG5F #corteslawfirm #stephencortes #estateplanning #probate