Protect your family from income loss
If you are the primary breadwinner in your family, there may be risks associated with your senior position due to business reorganization or downsizing.
Are you confident you and your family could continue to fulfil your obligations, meet your goals and maintain your lifestyle if your position is eliminated? What if you were to become ill or injured and could not complete your normal job duties?
An income replacement strategy is one way to help prepare your family in the event of the unexpected. Working closely with you and your family, we can help you determine the expenses and obligations you’ll need to cover, and prepare a contingency plan you and your family can count on.
Private Banker International Global Wealth Awards 2017
Wealth Tech Awards 2018 presented by PWM
2018 Euromoney Private Banking and Wealth Management Survey