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How wealth can divide families – and how to stop it
Episode 193

How wealth can divide families – and how to stop it

Beyond Markets

November 22, 202323m 24s

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Show Notes

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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Family conflict doesn’t simply disappear once wealth is on the table. It seems family fortunes, and more specifically the transfer of these fortunes to the next generation, can be the source of conflict if not handled correctly. As the world grows more complex, how can you stop wealth transfers from dividing your family? Scott Duncan, Wealth Planner in Julius Baer’s International Advisory Team, joins the Beyond Markets Podcast to explain this and more.

Topics

wealth transferinvestingmoney