Family Wealth Management Header

Intergenerational wealth management

Intergenerational planning goes far beyond managing an inheritance. It protects what older generations have built, supports younger generations sustainably and creates a clear, shared path for the future. Families trust Evelyn Partners to protect, manage and pass on wealth with care, control and continuity.

Talk to a family wealth specialist

Trusted expertise with depth

Personal service from a local expert, and access to the breadth of specialist expertise that comes with dealing with one of the UK’s leading wealth managers.

£68.6bn

of assets under management, as at 31 December 2025

188

years of experience

21

offices in towns and cities across the UK, Ireland and the Channel Islands

How we help you

Bringing together all aspects of your families’ financial situation

  • Help you beyond the balance sheet

    Intergenerational planning comes down to giving you and your family confidence to make thoughtful decisions over time. We help families put in place the structures, safeguards and shared understanding that support lasting continuity and foster this confidence. 

  • Powers of Attorney and continuity planning

    Careful preparation ensures that, if circumstances change, trusted individuals can step in and act in line with your wishes. Establishing Powers of Attorney and related arrangements provides reassurance that decisions can continue smoothly and without uncertainty.

  • Education and financial coaching

    We work with younger family members to build confidence and capability. From introducing investment principles to exploring the responsibilities that come with wealth, we help the next generation feel informed, involved and ready.

  • Family governance

    Clear frameworks help families navigate complexity with confidence. We guide conversations around values, roles and long-term ambitions, helping establish practical governance structures that strengthen trust and alignment.

  • Co-ordination and thoughtful structuring

    Where wealth spans households, businesses or trusts, clarity is vital. Our aim is to help create arrangements that balance fairness, flexibility and efficiency across the wider family group, while supporting your own values and objectives.

  • Decision-making frameworks

    Major decisions often carry both financial and emotional weight. Our process puts structure around your options, the trade-offs and long-term implications, helping families move forward with clarity and purpose.

Stay informed with expert insights

From understanding your financial options to hearing from specialists who support clients every day, our latest articles, reports and events are designed to bring you clarity and confidence at every stage.