In this episode we delved into the fascinating topic of the next gen wealth transfer and how raising the next wave of financial stewards as resilient, grounded individuals is both complex and utterly essential.
Our guest, Jess McGawley founded Dallington, an organisation who guide teenagers, young adults, and their parents from highly successful families through the complex transition from adolescence to adulthood. The challenges faced during these pivotal years are often unique, rarely discussed openly, and can require thoughtful, expert support.
An essential insight for any family office and UHNW with children!
This episode is sponsored by Canoe Intelligence. Canoe is on a mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers.