Keep Calm and Plan Ahead:
July 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,
More
Building blocks for the future:
July 19, 2016
Take note, advisers! It would be easy to assume the older generations of ultra-wealthy are thinking more about wealth transfer but…
More
Life is better unplanned, wealth not so much:
July 15, 2016
As well as the protection that life assurance offers, the solution is advantageous as a tool for succession planning on the UHNW/HNW level. Life assurance provides…
More