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How genders and generations are redefining wealth, giving and legacy planning
The U.S. and Mexico have bridged their key differences, and the pressure is on Canada to ensure NAFTA 2.0 remains a trilateral agreement.
While the U.S. economic expansion is old, it isn’t creaky, and time hasn’t run out on the expansion just yet.
As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment?
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Managing Director, Head of Investment Strategy
“Europe has long endured a sick and sclerotic economy. But its tepid recovery is showing signs of vibrancy. While more needs to be done to nurture a sustainable recovery, we see attractive opportunities.”
View profileManaging Director, Relationship Management
“We often find our clients focus all of their attention on their business and lack the time to organise their personal and family wealth in the most effective ways. We aim to help by gaining the deepest understanding of their goals and aspirations, and then finding solutions which help them to preserve, grow and pass on their hard earned wealth.”
View profileManaging Director and Head, Client & Business Strategy
“Many of our clients have built very successful enterprises on the back of hard work, innovation and a passion for the business. This focus, however, sometimes means there is less attention paid to how to manage the prosperity they have achieved and how to create the legacy they desire. Assisting clients with these choices is our passion.”
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