Wealth Transfer

Best Practice | 26 Sep 22

Wealth managers and advisers miss out on intergenerational business

‘They should contact family members of clients who might value support after a major inheritance’

UAE Currency

Companies | 7 Sep 22

Are UAE advice clients unprepared for the wealth transfer?

Region has long struggled with the concept of estate and succession planning

Best Practice | 3 Aug 22

DIFC unveils private wealth centre

To help UHNWs across the Middle East with succession planning

Companies | 13 Jul 22

Wealth transfer advice demand to surge in next three years

How to limit IHT liabilities and gift money main areas of focus for clients

Can wealth destroy families or can families destroy wealth?

Asia | 7 Feb 22

Can wealth destroy families or can families destroy wealth?

Recognising complexities and educating the next generation help HNWs solve disputes