Estate planning with Family Investment Companies

As we approach the 'Great Wealth Transfer' – the largest generational wealth transfer in history – and navigate an increasingly complex tax landscape, estate planning has become more crucial than ever. Ensuring that clients have an appropriate and efficient estate plan in place not only benefits the client and their beneficiaries by ensuring optimal outcomes but also helps build relationships with the clients' wider network. This, in turn, aids in client retention, one of the biggest hurdles advisers will face during the 'Great Wealth Transfer'. Learn more in this article,...