Intergenerational Wealth Management

There are few things more satisfying than being able to help the whole family financially during your lifetime, and intergenerational wealth management makes it possible.

It was once the case that wealth generally passed to the next generation when you died, but it’s now possible to put your wealth to work for the whole family during your lifetime. As a result, family members get the necessary financial help when they need it most.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.