Charles Monet Associates
Home About CMA Services How can we help? Contact

PREVIOUS POSTS

How Much Cash Are Your Clients Really Holding? The...
Heirs take money and run - from financial advisers
Don't die in New Jersey
The 147 Companies That Control Everything
Top 9 reasons HNW clients use advisers
Monthly fees won't fly, so banks piling into crowd...
Adviser's YouTube video attracts $1M client
Keynote Speech By Mr Ng Nam Sin, Assistant Managin...
Rinehart loses fight to keep family feud over mult...
TTR: Life insurance premiums too high


Thursday, November 24, 2011

Nagging ‘NextGen’ Problem: Protecting the Inheritance

That nagging “NextGen” problem just won’t go away.
In addition to wealth managers’ concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won’t even be able to hold on to their inheritance in the first place. Read more...
posted by Charles Monat Associates at 10:35 AM


0 Comments:

Post a Comment

« Home
Copyright © 2005 Charles Monat Limited. All rights reserved. Privacy Policy & Terms of Use