The digital transformation of OneLife.

The digital transformation of One Life with Microsoft Dynamics CRM and Nerea…

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Inheritance support across generations

Overall, European HNWIs favoured adding more support to the inheritance process structure. In spite of this, very few investors would change…

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Investing in succession knowledge:

Feeling unadvised? When receiving an inheritance, just 22% of investors felt like they were guided through the process. Clearly, there is a need for…

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