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25
Mar
Mar
Architecting Multi-Generational Wealth through Financial Services
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aneettajohn / 2 weeks
- 0
- 4 min read
The complexity of modern affluence has far outpaced the capabilities of standard retail banking or basic investment management. Today’s private wealth consulting has evolved into a discipline of “Governance Architecture.” It allows the investor to wrap a diverse, global portfolio of “alternative” assets in an insurance contract, effectively changing the legal and tax status of […]
