Family Office: Generational wealth planning structures
Released Wednesday, 15th May 2024
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Family Office: Generational wealth planning structures
Family Office: Generational wealth planning structures
Wednesday, 15th May 2024
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In this episode of our Family Office Podcast, we speak with Chris Edward, a UK-regulated advisor and Sales Director for Lombard International Assurance, who has been dealing with UK resident clients for nearly 25 years in the wealth planning space. His expertise are primarily focused on trust and insurance based planning solutions.
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Family Business Stories
Swiss family businesses have a responsibility towards the family as well as the company. Our family business podcast series is dedicated to a number of key topics that concern family entrepreneurs: family office and asset planning, family governance, owner strategy, values system, succession planning, generational issues, digitalisation, pressure to innovate, shortage of skilled workers and much more.Join Podchaser to...
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