11/13/2019

Generation change needs new approaches in wealth management

The wealth transfer going down over the next decades will disrupt the investment industry, but wealth managers and investment service providers can not just start preparing for changing client behaviour and needs when Millennials will take over the wealth

11/13/2019

How much is too much when gifting money to your child?

The urge to help your children is understandable and not to be discouraged but a finance professional has to take the emotion out of the equation to make sure the “gifting” of money makes sense for all parties.

11/13/2019

Jersey structures for philanthropy

Philanthropy is important for many families, with increasing numbers establishing new structures to support particular altruistic causes that they identify with, whether those causes are technically charitable or not.