Month: February 2025

Navigating a Generational Transfer of Values

Filed Under: Professional Advisors - Posted @ 4:54pm

Some parents see family philanthropy as a way to ensure family values are carried forward, but the next generation may feel it’s simply an obligation. Patrick Fletcher is a Senior Planner in the Wealth Planning Group at D.A. Davidson. He has witnessed this kind of disconnect in families. With tools and training from the Chartered > Continue Reading