Conversations on Wealth

It’s difficult for many families to have frank discussions about money; talking about passing on wealth can be especially tricky. In the latest episode of our Conversations on Wealth podcast hosted by Sarah Widmeyer, we address the importance of discussing wealth with children early, with Sascha Isaacs Portfolio Manager at Richardson Wealth Private Family Office. Sascha shares that:

- Children develop money habits by the age of 7
- Establishing wealth objectives and philanthropic goals as a family can help cultivate a wealth stewardship mentality
- There are many tax-efficient ways for people to pass on wealth – a financial advisor can help