Legacy planning is critical to managing a family’s wealth to last for generations. This requires careful thought and a well-structured legacy plan – it’s not just managing wealth, but a process, a journey and a way of thinking about what ‘family wealth’ means in the long term. You may have done your planning, such as creating a will or naming beneficiaries on key retirement and investment accounts. But, have you considered how important fairness plays in your wealth distribution to your loved ones?
A legacy is what you leave behind, to your beneficiaries to create a lasting connection to them - do you recognise the importance of legacy planning as a family unit?
Join Mr. Suraj Mishra, an experienced practitioner who is passionate in financial literacy topics like legacy and retirement, as he shares the importance of leaving an impactful legacy that aligns with the values that each person upholds.