Wealth transfer: Handover starts long before the inheritance
Firms that adapt their proposition, technology and service model will be best placed to keep the client relationship…
Freehold Wealth Management brings $576M to Osaic in multigenerational move
South Carolina estate planning firm joins Osaic’s IBD network, citing succession planning tools and multigenerational growth resources. A…
Succession, Indian edition: How India’s rich families are preparing for a $1.5 trillion wealth transfer
India is set to see $1.3 trillion-$1.5 trillion of wealth change hands between generations over the coming decade,…
Multiple marriages to family businesses: India’s new need for wealth managers
Not too long ago, most people associated wealth managers with stock tips and portfolio advice. If you had…
Why every Indian needs to draft a will, and now
Even as Indians accumulate wealth and look to secure themselves and their future generations, a critical financial conversation…
Family feud over inheritance? Here’s how to avoid years of litigation
We are a business family and own considerable real estate. My grandfather passed away last year. He was…
Lawyers expect will disputes to escalate with over $5 trillion to be bequeathed in coming decades
A high proportion of Western Australians do not have a will, have never discussed inheritance with their family,…
African Business Sustainability: Building Systems, Not Found
Business leaders and strategists have raised the alarm over the fragile foundations of many African enterprises, warning that…
Wealthy Indians turn to alter ego trusts to manage succession planning and avoid court proceedings
Mumbai: Wealthy Indians, primarily those with assets spread across geographies or family members having diverse citizenships, are increasingly…
Practical tips to do succession planning for clients
As trusted partners with deep insight into clients’ investments, MFDs are uniquely positioned to play a pivotal role…
Apple CEO Tim Cook says his late predecessor Steve Jobs gave him this unusual advice when he handed over the reins: ‘Never ask what I would do’
Many companies are inextricably tied to their iconic founders—from Mark Zuckerberg being the face of Meta, to Warren…
No inheritance for mother under Indian Succession Act if son dies without creating a Will and is survived by his wife and children
The High Court of Karnataka ruled on February 2, 2026, that under Sections 32 and 33 of the…