Guiding Multigenerational Financial Success

What does it take to help families navigate wealth across generations? In an interview with Financial Services Review, Nottingham Trust's David LaForest shares his perspective on the evolving role of financial advisors, the importance of preparing heirs for the future, and how specialized trust and estate resources can help advisors support clients through life's most important transitions. It's an insightful look at how trusted guidance, family conversations, and advisor-friendly trust solutions can work together to create lasting financial confidence.