Gardez votre calme et soyez prévoyants :
juillet 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,
PLUS
Construire l’avenir :
juillet 19, 2016
Take note, advisers! It would be easy to assume the older generations of ultra-wealthy are thinking more about wealth transfer but…
PLUS
La vie est plus belle avec une dose d’imprévu, ce n’est pas le cas du patrimoine :
juillet 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…
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