When is the right time to start passing wealth to your children, and how do you do it the right way?

In this episode of Ditch the Suits, we break down the fundamentals of multi-generational financial planning, including how to think about gifting, taxes, and preparing your children to handle wealth responsibly.

We explore how to involve your family in the process, create meaningful opportunities during your lifetime, and build a plan that supports both financial success and long-term family alignment.

What You’ll Learn:

• When it makes sense to start gifting to your children

• How to involve your family in financial conversations early

• The tax considerations behind wealth transfer and gifting

• How to prepare your children to handle money responsibly

• The difference between giving money and creating opportunity

• How to structure assets and accounts for long-term impact

Who This Is For:

Parents, families, and high earners who want to thoughtfully pass wealth to the next generation while setting their children up for long-term success.

Key Takeaway:

Passing wealth is about preparation. The goal is to equip the next generation, not just provide for them.

Learn More:

• If you’re looking for a financial plan built around your life, not just your numbers; visit: https://www.seedpg.com