Intergenerational Wealth Transfer Archives

Family Habits to Encourage Intergenerational Wealth Transfer

September 30, 2024
Nizam Shajani, Partner, LLM, CPA, CA, TEP, MBA
Accounting

Intergenerational wealth transfer is one of the most critical aspects of maintaining family-owned enterprises, particularly in Canada. As family businesses pass from one generation to the next, the successful transfer of wealth, assets, and leadership becomes essential to preserving not…

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