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Wealth Transfer

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

Companies | 21 Jan 22

US wealth transfers to hit $84.4trn by 2045

Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’

Best Practice | 5 Jan 22

Just 28% of HNW Brits to split wealth equally between children

‘There is no one-size-fits-all approach to how you divide up’ assets

Best Practice | 8 Dec 21

Just 36% of HNWs discuss wealth plans with their partner

Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’

Companies | 14 Oct 21

Soft skills crucial to meet intergenerational planning demands

‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media