You’ve spent a lot of time and energy building your wealth—not just for you, but for your children as well. Passing on your wealth to the next generation requires proper planning and clear communication; without it, your assets could cause discord among your heirs or lose value in the process.


On December 17th, we hosted webinar on preparing to transfer your wealth to your children. Specifically, we covered...

  • Why it’s crucial to have a plan for transferring your assets
  • How to discuss a future wealth transfer with your children
  • What you can do to help your children prepare for their future inheritance
  • The risks of assuming that your assets will be appropriately divided among your heirs

 


 

Meet the presenters:
 

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Andrew Bass
Andrew is the Chief Wealth Officer at Telemus, where he has been a member of the team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. Andrew received his B.B.A. and M.B.A. from the University of Michigan.

 


 

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Michael Ran
Michael is a Financial Life Analyst and has been a member of the Telemus team since 2018. Michael handles much of the reporting and analytics for his team, assists in portfolio analysis of prospective clients and builds in-depth financial plans.

Important Disclosures and Notices
The information provided in this presentation is general and educational in nature and should not be construed as investment or tax advice. You should consult with your own tax advisor regarding your personal tax situation. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client’s specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk and cybersecurity risk. These risks are more fully described in Telemus Capital’s Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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