Why Are Families Motivated To Transfer Wealth?

Wealth can represent such hard assets as stocks, bonds, cash, real estate, businesses, art, cultural treasures, jewellery, inheritances and trusts. We are privileged to live in a country that equally values such assets as integrity, a moral compass, education, diligence, trust, leadership, innovation, opportunity, freedom of movement, thought & spirituality, integration, immigration, stewardship, kindness and […]

How Best To Prepare The Recipients For A Legacy Gift?”

  Traditional estate planning concentrated for a long time upon hard assets: the money; whereas its originators now embrace a more effective approach driven by some of life’s most treasured assets: values & relationships. Tax planning, legal and accounting advice often drove the process, whilst still incredibly important, legacy giving is about much more than […]