How to build a lasting legacy: wealth transfer strategies for families
From trusts to tax-smart retirement planning, here’s how to protect your estate, reduce taxes, and prepare the next generation to manage and grow your wealth.
#generationalwealth
Future-proofing financial advice: key strategies for a changing landscape
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
The Great Wealth Transfer: financial planning across generations
While most women excel at managing short-term finances, the challenge lies in long-term planning. Breaking through these barriers can unlock the door to wealth creation.
