Navigating sudden wealth: Financial planning and managing new money
Description
Have you recently acquired a significant amount of money? Sudden wealth can be quite overwhelming. So how can you protect and manage your assets efficiently? Join Leonora Stevens and Mike Hodges as they talk with legal expert Claire Harris, a Partner at Withers, and James Peterson, Managing Director at Rothschild & Co about the essential first steps and long-term strategies for managing a windfall.
From will planning, family communication, global mobility and philanthropy, they discuss the importance of letting the dust settle, choosing the right advisers, and creating a solid foundation.
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