Tagged Knowledge Base

Wealth Management: What is succession planning? Why is succession planning important?
Succession planning allows business owners to deal with their businesses in an organised manner in the event of premature death, total and permanent disablement or retirement. The sudden loss of a...

Category: Banking & Finance » Financial Planning
Wealth Management: What is estate planning? What are the benefits of estate planning?
Estate planning is the process of making proper arrangements for the disposition and management of one's estate at death. This can also avoid legal and administrative complications that may arise....

Category: Banking & Finance » Financial Planning
Wealth Management: Do I need a wealth management advisor? How do I select a financial advisor?
As wealth management involves various aspects, you may want to seek professional advice. There are many institutions offering wealth management services, such as commercial banks, merchant banks,...

Category: Banking & Finance » Financial Planning