Albert Coetzee explains why offshore investment structures must account for situs tax, beneficiary circumstances, and succession planning to ensure wealth reaches the intended heirs.
Mark Hedderman challenges advisers to test how well their firms could maintain client relationships, service standards, and decision-making if the founder were suddenly absent.
International mobility and digital assets are adding new layers of complexity to how advisers approach residence, wealth structuring, and succession planning.
Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.
Despite driving most of the world’s GDP, family firms rarely survive the fourth generation – here are the six predictable governance failures that undo them.
Disciplined planning, clear governance and early education – not asset size – are what determine whether wealth survives across generations.
Marriage, divorce, children, or business changes – life doesn’t stand still, and neither should your will. Wills Week is a reminder to act now.
Overlooking crucial risk management steps can significantly affect brokers’ liability exposure and their PI insurance coverage.
The assumption that heirs will smoothly take over a small FSP is often unrealistic. KI requirements, leadership gaps, and legal delays can threaten business continuity.
The High Court addresses a complex dispute, where a testamentary usufruct raised questions about the sale and reinvestment of inherited property.
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
