Overview
In this webinar hosted by ThoughtLeaders 4 Private Client, Simon Gibb and Diva Shah (Kingsley Napley) will discuss how individuals who unexpectedly come into large sums of wealth can feel isolated from friends and family, guilty about their good fortune or fearful that they will lose their newfound wealth because this of the unfamiliar territory.
The panel will discuss:
- What does an advisor need to be mindful of when dealing with a client in this circumstance to assist them with preparing for their new ‘world of wealth’?
- What signs of abuse/exploitation should advisors look out?
- What information should advisors make sure these clients understand?
