

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Managing Generational Wealth Through Succession Planning
02:34 • 17min
Navigating Family Office Engagement and Investment Strategies
19:54 • 16min
Managing Loans to Friends, Inheritance Tax, and Wealth Structures
35:44 • 2min
Guidance on Seeking Investment Advice and Understanding Financial Goals
38:01 • 2min
Guidelines for Equity vs. Debt and Passive vs. Active Investments
40:02 • 4min
Managing Windfall Money: Investing for the Future
43:55 • 4min