Total wealth management for business owners and entrepreneurs
We explore our ability to respond to the needs of wealthy entrepreneurs who have accumulated a range of specialist investments, but are now facing the implications of passing on their wealth to the next generation.
The key role of advisers in succession planning
The role of properly structured succession planning in reducing the risks to family wealth is beyond dispute. Yet this most important of all risk management tools is too often overlooked, both by the families themselves and their advisers.
The changing role of the family office
Family offices are struggling to cope with the growing demands for advice and expertise arising from increased regulation…there is a need for tighter definition of its role and responsibilities to enable the family office to adapt to the current environment.