Ashfords Wealth Brief: the great wealth transfer

Welcome to Ashfords Wealth Brief, our dedicated publication for private clients and professional partners. In a time when wealth planning is more vital than ever, we bring you insights and practical guidance on one of the most significant shifts in the financial landscape: the generational wealth transfer. With trillions set to pass from Baby Boomers to younger generations in the coming decades, we explore how to preserve what you’ve built, align wealth with evolving family priorities, and ensure your legacy reflects your values.

Ashfords Wealth Brief will be published three times a year. If you would like to sign up to receive future editions direct to your inbox, join our mailing list here.

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We hope you find this an informative read. Please get in touch with any feedback or if we can support you as you navigate this often complex area.