How family succession planning could help protect your family’s future Canaccord Genuity independent wealth planners believe that wealth succession planning should be a key discussion point and incorporated into your financial plans as early as possible. However,...
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Succession Planning – It’s never too late to start
We often hear the words “succession planning”. It is all too clear that circumstances can change quickly in ways that are beyond our control. Although planning should be done as early as possible, it is never too late to start, so it is important that you give...
Which Offshore Jurisdiction is For You?
Why is jurisdiction such an important consideration when selecting an offshore investment platform? I had a very interesting meeting and discussion recently with an IFA and their High Net Worth client. They were looking to invest monies internationally, considering...
The importance of wealth planning for the globally mobile
The importance of wealth planning for the globally mobile By Yash Naidoo, International Business Development Manager, Nedbank Private Wealth It was Benjamin Franklin who allegedly said, “If you fail to plan, you are planning to fail”, and this is perhaps a good...