The Necessities to a Successful Intergenerational Wealth Transfer
Operating a successful business has always relied on data and planning. Entrepreneurs have long focused on analyzing their income, identifying who are their best clients, how to source new markets and where to manage expenses. Like operating a business, a successful intergenerational wealth transfer experience requires data and planning. Join Trent Hamans and Amanda Vella of ATB Wealth on August 11th to learn more about the key attributes that can lead to a successful intergenerational wealth transfer.