Your influence remains great
Education is the Key
Working With Your Trustees
We also work closely with your estate and trust attorneys to coordinate all the tactical aspects of wealth transfer. Clifford Swan seeks the smoothest execution of the recommendations we provide based on your goals.
Bringing you closer
All of the above can serve to bring families together. Expectations can be wildly out of sync with reality simply because of an unintentional lack of transparency.We have seen open discussion of roles and desires—on the part of each generation—lead to the strengthening of multi-generational bonds and the establishment of stable financial lives.