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Intergenerational Wealth Transfer

You’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
 

 

We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.

In a relaxed conversation, we will address topics including:

  • Inheritance
  • Taking care of loved ones
  • Legacy
  • Wills and wishes
  • Business succession/transition planning

We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.

Address

  • Leavitt Group Private Wealth Management
  • 4079 4 Ave S
  • Lethbridge, AB T1J 4B5
  • Investors Group Financial Services Inc.

Contact

  • 403-331-4480
  • leavittgroup.admin@igprivatewealth.com
  • wes.leavitt@igpwm.ca
  • randy.leavitt@igpwm.ca
  • art.vangaalen@igpwm.ca
  • shauna.leavitt@igpwm.ca
  • jared.steed@igpwm.ca
  • taylor.rice@igpwm.ca

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