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Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation. "Sandwich generation" refers to individuals caring for their aging parents and children simultaneously.

At The Noble Group, we’ve worked with countless clients who initially resist the idea of shifting into bonds.

At The Noble Group, we work with families who want to go a step further—who want to give their kids more than a solid education. They want to give them a head start on financial freedom.

Ask ten people whether hiring a financial advisor is “worth it,” and you’ll likely hear ten different answers. Some will point to the cost, others to the potential for better returns—but ultimately, it’s a decision that feels as personal as your money itself.

These plans enable parents to save for their children's college expenses. However, their role in estate planning and wealth transfer has become more accepted due to their characteristics, tax advantages, and potential for flexibility in distribution.