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East to West: Lessons from the global generational wealth transfer

East to West: Lessons from the global generational wealth transfer

By Max Eppel, CEO at McFaddens & Co – The “Great Wealth Transfer” is well and truly upon us, and the variety of issues surrounding everything from succession planning to generational friction on how to invest for future growth, or wealth preservation has been thrust into the mainstream. It is certainly top of mind to many of our clients, and they are looking to us for unique solutions and advice.