Series: Intergenerational Conversations

Proudly sponsored by Generation Life

In this three-part series, host Peita Diamantidis presents Intergenerational Conversations, exploring how advisers can help families build, preserve, and transition wealth across generations. Through conversations with Gavin Lamb, Inbam Devadason, and Joe Stephan, the series examines the role of family dynamics, estate and succession planning, emotional coaching, and evolving advice practices in delivering truly intergenerational advice. From supporting business-owning families to engaging younger generations and leveraging new technologies, these episodes offer practical insights for advisers looking to create lasting value and stronger family relationships over time.