https://citywire.com/ Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning. Investing en Thu, 20 Nov 2025 13:17:16 +0200 Thu, 20 Apr 2023 17:14:00 +0200 30 http://blogs.law.harvard.edu/tech/rss iono.fm 2.5.2.0 Citywire no Citywire Yearly feeds@iono.fm (Feed Manager) https://cdn.iono.fm/files/p3811/logo_9616_20251120_131720_1400.jpeg https://citywire.com/ Haveyoudevelopedatrustingrelationshipwithasinglememberofafamily,orhaveyoubeenabletogrowyourrelationshipssothatthewholefamilyisabletobenefitfromyourexpertise? WesatdownwithQuilterandseveraladviserstodiscusstheinsandoutsof... Citywire episodic Citywire digitalcontent@citywire.co.uk false ZA https://iono.fm/e/1620334 https://iono.fm/e/1620334 Investing Thu, 20 Apr 2023 17:14:00 +0200 0 0 Putting intergenerational theory into practice 0 0 Citywire full 19:23 Citywire: Keep it in the family https://iono.fm/e/1620335 https://iono.fm/e/1620335
 

This episode delves into intergenerational wealth transfer and how to ring-fence clients’ inheritance worries. ]]> Investing Wed, 15 Mar 2023 17:00:00 +0200 0 0 Making sure the whole family prospers 0 0 Citywire full 18:34 Citywire: Keep it in the family https://iono.fm/e/1620336 https://iono.fm/e/1620336
 

This episode explores what business risks an advice firm faces and what the opportunities are going forward. ]]> Investing Wed, 15 Mar 2023 16:58:00 +0200 0 0 Turning one client into many 0 0 Citywire full 20:07 Citywire: Keep it in the family