Complete our Survey – insights on challenges facing globally mobile executives

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If you are an expat, employer or advisor to expats, please complete our survey to share your insights here.

Personal wealth management is a relatively new industry across the globe. As with many professions, knowledge and qualifications are country specific. Many executives transferred overseas are not sure if they should be making any changes to their personal financial arrangements. Continue reading Complete our Survey – insights on challenges facing globally mobile executives

Article highlighting HNW Financial Planners integral to SIV success

iStock_000014412396_MediumExpat Advisors Community members, Liana Allan from Migration Alliance, David Chin from Basis Point and Stacey Martin from NAB Private Wealth were recently interview by IFA magazine. Below are some key insights and you can read the full article here: IFA Magazine_SIV story. Continue reading Article highlighting HNW Financial Planners integral to SIV success

Family Business to Financial Family – complexities of succession planning

Withers_20a0oysterStacey Choong, Tax partner, Withers Singapore provided some valuable insights of wealth across jurisdictions from Europe to the US and Asia, and wealth succession across generations at our May 2015 forum. She shared her own experience working with wealthy families in Asia as well as insights from their research on The Meaning of Wealth in the 21st Century.
Continue reading Family Business to Financial Family – complexities of succession planning