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Glossary > Wealth Management

Wealth planning

Statistics show that, following its creation, a substantial amount of wealth is lost by the second and third generations of a family. There are a number of reasons for this, the main ones being lack of planning and educating the next generation on the responsibilities involved in inheriting a substantial amount of assets. Wealth planners accompany individuals and families during the three crucial phases of the accumulation, preservation and transfer of wealth.

They achieve this by gaining a full overview of all the assets, and combining financial planning with tax and estate planning, wealth protection and business succession planning.