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1 May 2024 | 2:15 PM - 2:45 PM

Intergenerational Wealth Transfer: opportunity or nightmare?

Gillian Hepburn will give an overview of current trends in wealth transfer, before delving into the opportunities and threats this poses. How can you quantify this for your business and address the challenge of retaining assets? Why should you also be considering female clients when developing a strategy? 

Speakers

Commercial Director

Gillian Hepburn

Commercial Director
Benchmark Capital