We believe that wealth protection planning should be an essential component in the development of financial strategies of all who have achieved, or aspire to attain, independent financial success and for those who are fortunate to have inherited family wealth. Modern day financial planning is incomplete without due consideration of wealth protection issues.
The twentieth century has provided unlimited opportunities for wealth creation, both in the developed world and the emerging markets. In many instances that wealth, and the more established European wealth, is now being passed on to the next generations. Unfortunately over the past two decades there has been a progressive escalation of risk factors adversely affecting the creation and retention of wealth.