Holistic Wealth Planning

Overview


Simon Goldring discussed the importance of collaborating across advisory disciplines to provide comprehensive advice to high-net-worth individuals. “Clients can often set up international or cross-jurisdictional structures without much regard for the fact that the beneficiaries of trusts move around the world nowadays,” said Goldring. “With the advent of the Common Reporting Standard, gone are the days when all of us, whether financial planners, lawyers, tax advisors or trust companies, worked in specific boxes. We all need to be talking to each other and functioning almost like a family office for our client.”

This article originally appeared in STEP Journal, with the following citation:
Helen Swire, ‘Holistic wealth planning’, STEP Journal (Vol27 Iss4), pp.64-67