Intergenerational Wealth Transfer with Nick Cawley

Nick Cawley is the Regional Head of UK / Ireland and Global Private Clients Service Line Leader at Ocorian, a financial services company. In this episode we discuss intergenerational wealth transfer and in what can be an emotive topic for some, we touch on ways in which to approach the subject, challenges this can cause for clients and different philosophies between the generations.

For more information about Ocorian go to https://www.ocorian.com/ or for more information about Waverton go to https://www.waverton.co.uk/

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Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

Nick Cawley - https://www.linkedin.com/in/nick-cawley-ocorian/

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