Search Results | Showing 11 - 20 of 77 results for "Wealth transfer" |
| | | ... policyholders and their beneficiaries is a "strategic necessity." This is how insurers will remain relevant amid the great wealth transfer, Capgemini said. The report suggests insurers prioritise affluent and mass-affluent consumers who hold about 39% ... |
| | | | ... low-cost and tax-effective nature of investment bonds means they can play an important role in estate planning and wealth transfer." |
| | | | ... situations- a challenge for wealthier people in particular. Superannuation, of the other hand, is not intended to be a wealth transfer tool, and the tax implications can be an issue when its used as an intergenerational wealth transfer vehicle to transfer ... |
| | | | ... of advice report shows. "With the Baby Boomers reaching old age, the world is on the cusp of an unprecedented wealth transfer between the generations. The next generation has a high demand for financial planning, but their service expectations are different ... |
| | | | ... emergence of new technologies demands for a native digital client experience and the largest intergenerational wealth transfer in history pose significant challenges to the entire wealth industry." "Our research outlines ways in which we can re-imagine ... |
| | | | Developing a wealth transfer plan remains on the to-do list for Australia's wealthiest, according to LGT Crestone's latest State of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) ... |
| | | | ... industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research report, titled On the Precipice of Change ... |
| | | | ... family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected over the next two decades, KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing ... |
| | | | There's a mismatch between family offices' top stated purpose of wealth transfer and the processes, governance, and risk management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global ... |
| | | | Global property developer Tishman Speyer and Singaporean-based Raffles Family Office (RFO) have established a new partnership to launch the Tishman Speyer/Raffles Family Office APAC Opportunity Fund I. The fund will target value-add and opportunistic ... |
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