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Wealth Transfer

Wealth Transfer

A fistful of money

Are you lucky enough to get some of this woman’s inheritance?

Updated: June 2024 Inheritance: everyone dreams of inheriting oodles of money from a rich aunt or uncle. But what happens when you actually get the money? It might not be everything you wish for. Marlene Engelhorn is exactly in that position: she inherited a whopping $36.6 million dollar (in Canadian dollars) from her rich grandmother. […]

Rich person enjoy money

How rich families are passing on their fortunes to their heirs

Updated: June 2024 A supposed “wealth transfer” is occurring. How do rich people pass on their fortunes to their heirs? What can you learn from them? A whopping $84 trillion in assets will trickle down to Millennials and Generation X. Families should (hopefully) put a lot of thought and planning into how that wealth will […]

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