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Working with the next generation of clients

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Our aim in publishing this white paper is to provide some practical help to financial advisers, financial planners and wealth managers with the great challenge of intergenerational wealth transfer.

The next generation of clients is essential for the value of your business as an adviser. They are the people who will future proof your business. As the current generation of baby boomers pass on more and more of their wealth, the rate of transfer will increase dramatically, with many billions expected to be transferred to beneficiaries over the next 10 years or more. This wealth transfer will drive your business over the next couple of decades and longer. So how can you make sure that you continue to serve the offspring and families of the clients who are currently the bedrock of your businesses?

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020 3504 7446

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Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.