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.
