L’accompagnement dans le processus d’héritage d’une génération à l’autre :
juillet 29, 2016
Overall, European HNWIs favoured adding more support to the inheritance process structure. In spite of this, very few investors would change…
PLUSInvestir dans la connaissance en matière de succession :
juillet 26, 2016
Feeling unadvised? When receiving an inheritance, just 22% of investors felt like they were guided through the process. Clearly, there is a need for…
PLUS
Gardez votre calme et soyez prévoyants :
juillet 22, 2016
While a wealth transfer strategy describes the mechanisms for passing on assets, a succession plan denotes the emotional dynamics of inheritance planning too. In short,
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