More and more clients are introducing their adult children to wealth management at T.E. Wealth. The benefits for parents and their children alike are many, including the smooth transfer of family assets. Here’s how one T.E. Wealth client has made financial planning a family affair.
Although Adèle Bouchard always knew how much money they had and how it was invested, she was never intimately involved in family finances – her husband Robert took care of everything. But that all changed when Robert died suddenly, just a year into their retirement.