Recorded for Avion Wealth's 20th anniversary series, this conversation follows real families navigating multigenerational decisions. Sarah MacIver revisits a family she first met more than ten years ago, when three generations sat around the same table, and walks through how the reins slowly, thoughtfully passed from one generation to the next across investments, estate details, and complex insurance planning.
The discussion goes beyond dollars. Sarah and the host explore stewardship, the idea that each generation holds and grows what came before rather than simply controlling it. They talk about charitable funds that have continued to support chosen causes across decades, and the hope that younger family members will one day direct that giving in their own way while honoring those before them.
You will also hear why family planning meetings have become such a meaningful part of the work, giving parents and children a chance to share the why behind their decisions rather than discovering it in a will. Sarah closes with a reflection on the historic wealth transfer underway and why planning ahead, with care and intention, tends to serve everyone involved. Press play to listen, and stay tuned for the next episode on aligning wealth with what truly matters.