Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes.

Increasing life expectancy and major social change mean many families need to reconsider how their wealth can work harder for the benefit of the whole family.

Traditionally, wealth has passed from one generation to the next upon death. However, intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.