Gary Teelucksingh — co-founder of the Money Wise Institute, seasoned financial services expert, consultant, and author of Sage Advice: Choosing the Best Financial Advisor for You and his latest book Roots of Prosperity: Building Legacies Beyond Wealth — joins host Jeff Sammut to explore the challenges and opportunities of intergenerational wealth transfer. Gary highlights the importance of open, honest conversations within families and the value of working with trusted financial advisors. He also discusses the emotional complexities faced by both those giving and receiving wealth, how a wealth psychologist can help families navigate these dynamics, and tax-efficient gifting strategies that can support a smoother transition of wealth across generations.
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