Skip to main content

Agrawal Associates Private Wealth Management

Call today to book your free consultation

403-727-2800 888-996-9990
Investments | Banking
 
  •  
  •  
  •  
  • Client Login
 

Agrawal Associates Private Wealth Management

  • Home
  • Our Services 
    • Investment Management
    • Retirement Planning
    • Risk Management
    • Tax Planning
    • Cashflow Planning
    • Debt Management
    • Estate Planning
    • Business Planning
    • Intergenerational Transactions
    • Philanthropic Solutions
  • About 
    • Girish Agrawal, CFP
    • Our Team
    • Recommended Professional Advisors
    • Our Process
    • Community Support
    • Awards & Recognition
  • Blog 
    • Blog
    • Newsletter Sign Up
  • Testimonials
  • Events 
    • Upcoming Events
    • Past Events
    • Event Gallery
  • FAQ 
    • Frequently Asked Questions
    • Resources
  • Contact 
    • Careers

    You are here

  1. Home
  2. Our Services
  3. Intergenerational Transactions

Intergenerational Transactions

Build a legacy

If you don’t outlive your investments, you can transfer some of that wealth to your children or grandchildren. That transfer of wealth requires a great deal of responsibility and planning. There are several options for setting up the transfer of wealth to ensure your heirs realize the full benefits of your gift.

Let Agrawal Associates Private Wealth Management help you build a legacy. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.

Book a Meeting

Tell a Friend

Financial Services
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • Cashflow Planning
  • Debt Management
  • Estate Planning
  • Business Planning
  • Intergenerational Transactions
  • Philanthropic Solutions

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclaimer
  • Investors Group Securities Inc.

Contact info

  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
  •  

RegulatedByIIROC_350.png

© 2021 Agrawal Associates Private Wealth Management. All rights reserved.

Website Design For Financial Services Professionals