Wealth planning is a challenging business
In today’s world people move around ever more freely, families are often fragmented and investments are spread across the globe. More than ever before, wealth planning requires in-depth, specialist expertise, in areas ranging from inheritance and marriage contracts to taxation through its domestic and international implementation.
To name just a few of the challenges, an adviser must be capable of dealing with the specific planning needs of stepfamilies and other blended families, organizing retirement abroad, and selecting suitable investment vehicles outside France.
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