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Supporting the Next Generation: A Strategic Approach to Multigenerational Gifting
In a recent article, we explored how individuals can effectively offer financial support for aging parents. But when it comes to supporting the younger generation, clients need a different playbook.
TFG Spotlight: Malcolm Butler
For Malcolm Butler, leadership in wealth management isn’t defined by headlines—it’s defined by stewardship. As President & CEO of The Fiduciary Group, Malcolm has spent decades helping families and business owners make decisions that hold up over time—especially when planning, investments, and...