Working with a family dividing assets and investment portfolios across multiple generations Establishing an investment portfolio with globetrotting couple after move to United Kingdom Helping a UK entrepreneur with management of investment portfolio and wealth planning Working with successful retirees to achieve their Mediterranean dream Helping a third generation Canadian business owning family implement formal governance structures Exiting the family business to start own venture Tech entrepreneur relocating to Italy Successful entrepreneur diversifying asset portfolio Preparing the next generation to handle complex investment issues