When and How to Transfer Wealth Between Generations

What are the common challenges and complications when transferring wealth to the next generation?

Find out about intergenerational wealth transfers on this week's episode of Coffee Break with Investment Advisor Aya Kadi and Portfolio Manager Bassam Kadi.

We discuss:
-When & how transferring money between generations is appropriate
-What to consider when planning to transfer wealth to the next generation
-The key factors contributing to family wealth (emotional, financial, tax, and unique family dynamics)

Spoiler: *Communication is key!*