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Family business succession planning for entrepreneurial families

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Succession and continuity planning is an essential endeavour for high-net-worth entrepreneurial families looking to safeguard their family businesses and the financial security of the next generation. Expert insights are provided on how to navigate this complex process effectively to ensure that families who run businesses can continue to thrive even if their circumstances change.

Risk management – is diversification only half the story?

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Rising global headwinds, heightened market volatility and the growing threat of a global recession mean that, as we approach the end of the current economic cycle, ensuring that your investment portfolio has the appropriate safety measures in place is more important than ever. But while we’ve all heard the adage that the key to managing risk is diversification, the truth is that this is only half the story.

Key reasons not to DIY your investments

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The rise of new technologies and fin-tech has made investing simpler, more transparent and cheaper than ever before, leading many to adopt a DIY-approach to their finances. So, in a world where investing is as easy as ordering take-out, what are the dangers of self-managing your investments, and why should you consider seeking professional financial advice?

Debunked retirement savings myths

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Retirement is often painted as a harbinger of doom, with naysayers sounding endless warnings that you will likely need to cut out all of life’s pleasures if you’re to survive your retirement years.

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