Richardson GMP. The next generation of wealth.

The next generation of wealth.™

The silver tsunami

In just over 10 years, the youngest Baby Boomers will be turning 65. For many, this may mean another transitional phase. In all cases, you should expect outstanding value-added service from your Advisors. Read how our firm can support you. Read more.

Sibling rivalry and business succession

Sibling rivalry and business succession

Case study: we outline the steps an entrepreneur took to establish a business succession plan, so his family enterprise develops with the support of all his children, and family harmony remains intact. Read more.

Purposeful planning

Purpose, passion and planning

Effective and meaningful wealth planning is never an accident. It combines ‘technical’ considerations with an individual’s values and beliefs: this is purposeful planning. Apply a ‘purposeful mindset’ to your financial planning strategies. Read more.

It all starts with a plan

It all starts with a plan

An organized approach to wealth planning will help you meet your financial goals, provide security for your family and protect your hard-earned wealth for generations. We outline how one professional gained financial peace of mind. Read more.

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What is next for your business

From founder generation to the next

In a Q&A we address key questions by business owners on the integration of the next generation, key planning considerations and the role of values within the business.

Planning considerations for selling the family business

When there’s no logical successor

What are some key considerations when planning to sell your business? We outline an entrepreneur’s journey and her decision to sell after her children don’t wish to take over the business.

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Our people are what sets us apart

Richardson GMP has qualified once again as a Great Place to Work™ for the second year in a row.

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