Strategies to Facilitate Intergenerational Wealth Transfers #3
Strategies to Facilitate Intergenerational Wealth Transfers 1 February 2023
Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they’re using investment bonds and annuities to improve the lives of their clients.
Les McGuire LinkedIn
Future Proof Wealth Website
Michael Bova LinkedIn
Family Wealth Advisory Website
Visit Generation Life to find out more about their market leading innovations in tax effective investment and retirement solutions.
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You can get a transcript of this podcast here
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