Blijf kalm en plan:

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,

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Bouwstenen voor de toekomst:

Take note, advisers! It would be easy to assume the older generations of ultra-wealthy are thinking more about wealth transfer but…

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Het leven is beter als je niet teveel plant, voor vermogen liggen de zaken anders:

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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