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Paisa Vaisa with Anupam Gupta
Secrets to Sustaining Wealth Across Generations with Nimish Shah
May 27, 2024
Nimish Shah, from LGT Wealth India, discusses generational wealth, succession planning, investment strategies, and maintaining family legacies. Topics include third generation curse, financial literacy, portfolio diversification, equity vs. debt investments, managing windfall money, and inheritance tax planning.
48:28
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Quick takeaways
- Wealthy families use succession planning to ensure smooth transition of fortunes.
- Asset illiquidity and financial illiteracy pose challenges to generational wealth management.
Deep dives
Understanding LGT Wealth India's Approach to Managing Wealth
LGT Wealth India provides a holistic approach to wealth management, focusing on the entire wealth cycle and offering personalized services to Indian families and HNIs. They emphasize a local perspective with global grounding, ensuring compliance with international standards while tailoring solutions to Indian requirements.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode