Why you could benefit from a family investment company
Why Family Investment Companies are an increasingly common wealth structuring tool, which have protection built in.
Read ArticleFamily wealth planning
Planning and investing
for private school fees
One of fifteen children now attend private school and ever-rising costs mean even quite affluent families face some very challening numbers – even before university is taken into account. In this guide, leading experts from the findaWEALTHMANAGER panel offer investment and financial planning tips for private school fees, along with airing some of the trickier family […]
Read Article
Why savvy families get wealth preservation advice
According to the old adage, no matter what level of wealth a family has managed to build up, there is still a tendency for them to go “From shirtsleeves to shirtsleeves in three generations. In a highly uncertain world, transferring wealth across the generations efficiently is more of a concern for families now than ever. […]
Read Article
Why an Intergenerational
wealth management
approach works
Paul Killik, Senior Partner and founder of Killik & Co, explains his firm’s approach to helping affluent investors and their families achieve their financial goals – with intergenerational wealth management a key focus. How would you describe Killik’s wealth management offering? Which services are the main focus? Relationships have always been at the core of […]
Read Article