Serving Multigenerational Families: Part 1 (Why & Why Now)
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Serving Multigenerational Families: Part 1 (Why & Why Now)
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About this listen
Beginning in 2026, trillions of dollars will begin transferring between generations, reshaping the future of wealth and advice. In this episode of Perspectives on Growth, Matt Johnston launches a new series on multigenerational planning—why it matters, why it’s difficult, and why now is the time for advisors to engage entire families. Explore the opportunity, complexity, and long-term business impact of serving wealth across generations.
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