Family wealth planning involves making choices on the what will happen to your property or estate,
Planning business succession
Setting up family foundations
Wealth protection planning (lifestyle)
Asset protection
Making a wealth-planned policy with tax efficient investments
Wealth planning is important because while others are playing catch up after stock crashes, you will be just adjusting your plans on course, rather than shifting your feet trying to make up for earlier down market losses.
No comments:
Post a Comment