AB Advisor Institute Podcast

Targeting Uniquely Successful Families with a Gifting Capacity Analysis

02 October 2023
20 min listen

Summary

Uniquely successful clients typically want to transfer some of their wealth to the next generation or two. Many also wish to make philanthropic gifts during and after their lifetimes. Unfortunately, some people make these decisions without a clear sense of the impact that a gift would have on their own future financial security and, as a result, delay making meaningful gifts.

Scott and Ken look at how modern financial planning can help families make more informed decisions about gifting. Specifically, they discuss how an advisor can use stochastic modeling to provide a multi-scenario analysis to families who have substantial wealth and want to have a clearer idea of how much they can give to others and in what ways they can make those gifts without sacrificing their own quality of life. The podcast covers how to create the gifting capacity analysis and how to explain it to others.

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