The Golden Opportunity With Sunseekers
March 15, 2018
Wealth management services are essential to high-net-worth (HNW) individuals throughout all life stages. In our recent research study of 770 wealthy investors, we recognised a specific segment of these HNWIs – the Sunseekers. Typically retired or looking to relocate to Spain or Portugal, they are ready to put their feet up and enjoy pursuing their […]
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Wealthy And Sunseeking
March 8, 2018
Migrating to a warm country after a long, fulfilling career might be the ultimate treat. In our research with 770 high-net-worth (HNW) individuals, we unearthed a certain profile of wealthy investors – the Sunseekers. They are typically retired and / or looking to relocate to Spain or Portugal from Denmark, Finland, France, Sweden or the […]
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International inheritance: rules and taxation
March 5, 2018
This topic, which is complex for many wealth managers, is more current today than ever. The challenges to be met – a unique family model for each of our clients (recomposed families, etc.) with an international dimension – are many. One only has to look at recent news (such as the Jarre or Hallyday affairs) […]
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