HomeTagboomers - FM Consulting

Family Office: Managing the transfer of wealth between Boomers and Millennials

Introduction We are currently witnessing an unprecedented transfer of wealth between two generations: the Baby Boomers and the Millennials. As the Baby Boomer generation, born between 1946 and 1964, approaches retirement and prepares to pass on their legacy, a significant portion of their wealth is being transferred to Millennials, born between 1981 and 1996. This...

DO YOU HAVE ANY QUESTIONS? WOULD YOU LIKE TO ASK FOR A FREE QUOTE?

    CONTACT

    Fill out the simple form and we will contact you to evaluate together the best market offer for you

    LEGAL INFORMATION

    flavio.moretto@legalmail.com

    OCF CFA iscr. n.1918 del 04.05.2022
    EFPA ESG Advisor Cert. Nr. IT202221936
    N° iscrizione RUI: B000609294
    FERMA Rimap Cert. n. 20200262