Planning for wealth

3 August

Most family business leaders feel the weight and burden of being the key decision maker of personal wealth decisions and largely feel unsupported in this role.

In this paper I outline the key financial challenges and family considerations that can be a roadblock in transitioning from business success to enduring financial success.

I will then walk you through a structure which ensures the wealth management needs of your family are addressed comprehensively.

podcast

Whether you have significant financial resources and question the meaning of success, or you’re wondering whether being that little bit wealthier will make you happier, this is the podcast for you. The It’s Never About Money site is also a hub for money related blogs and education.

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