Beneficiary Financial Education is available to:
- Families
- Legal professionals and law firms
- Accounting professionals and accounting firms
- Private bankers and investment advisors
- Executors and estate administrators
- Trust officers and trust companies
Inter-generational wealth lasts three generations. The FLC provides beneficiary education for high net worth families experiencing the death of the main breadwinner. This service complements initiatives to preserve and grow inherited wealth. Moreover, it can also be used as a proactive step in educating the next generation in effectively managing family wealth.
Contact Alphil Guilaran today to learn more about how we can serve your family and your beneficiaries.
Alphil Guilaran
Executive Director
604.687.7773
