Intergenerational Wealth Management

Managing significant wealth goes beyond one’s lifetime. The stewardship of an estate becomes the duty—at least partly—of the family members who remain. This is intergenerational wealth management, the subject of this report.

Dec 14, 2022|General- 1 min

Those fortunate enough to have more wealth than they need for their retirement must decide how their estate will be managed after their passing. Navigating this process is never easy. Many families choose to engage professionals to manage intergenerational wealth.


Download this whitepaper to learn more about:

  • The questions to ask when deciding how the estate will be managed after one’s passing

  • The dangers resulting from problems between the heirs

  • The importance of having a clear plan about the circumstances, goals, and planned financial trajectory of the benefactor.

About The Family Office

Since 2004, The Family Office has been the wealth manager of choice for more than 500 ultra-high-net worth families and individuals, helping them preserve and growth their wealth through customized solutions in diversified alternatives and more. Schedule a call with our financial experts and learn more about our wealth management process.

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Suite 102, Signature Center Prince Turki bin Abdulaziz Al Awwal Road, Hittin Riyadh 13512-2110, Saudi Arabia

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The Family Office Co. B.S.C (c) is licensed as a category 1 Investment Firm by the Central Bank of Bahrain C.R.No.53871 dated 21/6/2004. Paid Up Capital: US$ 10,000,000. P.O. Box 18024, Manama, Bahrain.

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