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Most investors understand the idea of building wealth. Still, less attention tends to be paid to the equally important discipline of preserving it, particularly once accumulated assets begin to play a greater role than earned income. For some families, this goes beyond whether there is enough capital for retirement, and includes how capital is structured, […]
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In the July issue of MoneyMarketing, we explore the ESG landscape and why a clear, sustainable investment philosophy matters more than ever. We examine the growing influence of family offices, the importance of legacy planning and wealth transfer, and how advisers can help clients turn good savings intentions into lasting habits during Savings Month. We also unpack the value of a disciplined, long-term approach to offshore investing and explain how hybrid annuities are reshaping retirement income planning.
In these times of uncertainty, advisers need to ensure clients remain focused on their long-term goals.
Family offices have grown into a significant force in wealth management — and for many advisers, they represent both competition and opportunity.
Increased education can help clients protect themselves against the potentially devastating financial impact of serious illness, injury or loss of income.
For SA investors, offshore investing requires a disciplined, long-term strategy that consistently outperforms reactive, opportunistic investing.
