Wealth Transfer

Best Practice | 26 Sep 22

Wealth managers and advisers miss out on intergenerational business

‘They should contact family members of clients who might value support after a major inheritance’

UAE Currency

Companies | 7 Sep 22

Are UAE advice clients unprepared for the wealth transfer?

Region has long struggled with the concept of estate and succession planning

Best Practice | 3 Aug 22

DIFC unveils private wealth centre

To help UHNWs across the Middle East with succession planning

Companies | 13 Jul 22

Wealth transfer advice demand to surge in next three years

How to limit IHT liabilities and gift money main areas of focus for clients

Asia | 7 Feb 22

Can wealth destroy families or can families destroy wealth?

Recognising complexities and educating the next generation help HNWs solve disputes