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.

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. 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.

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Year-end tax planning checklist

2019 year-end tax planning checklist

Financial planning can be time sensitive. We’ve put together some key dates and strategies so you can be prepared. Get your 2019 tax-planning checklist here.

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.

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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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