Beyond Markets cover image

How to succeed for generations

Beyond Markets

00:00

How to Start a Succession Plan for Ultra High Net Worth Families

70% of ultra high net worth families may be without a succession plan which John mentioned in this situation. It's never too late to start and how would they go about starting to plan? Gabriela: What we advise our client to do is always start with a global world overview. Look at the situation on your family where they are or if they want to move from one country to anotherOne, then have a clear picture, look at it and then involve competent advisors that can help you.

Play episode from 13:58
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app