Knowledge is a cornerstone to making the right decisions – whether in terms of the most appropriate structures through which to own and/or manage wealth assets or the best and most suitable plan and platform for the transition of wealth between family generations. Capital Solutions can advise and guide you through the multitudinous options and information available by sharing its knowledge and experience of the issues facing families in preserving and transitioning legacy wealth and the potential solutions
Capital Solutions can facilitate sharing of knowledge and experience of those who have been through the process of creating legacy wealth and preserving it for future generations through seminars, family forums and online training. Topics covered will include:-
- Legacy Wealth
- Family Business Governance
- Family Governance
- Family Office
- Succession Planning
- Trusts, Foundations and other wealth transition tools
- Insurance and Trusts as succession planning tools
For institutions, Capital Solutions will design and provide online training packages to share our knowledge and experience with the aim to improve the knowledge and understanding of your client facing talent, in order to improve the awareness and discussion points with your clients in key areas of wealth structuring, succession planning and regulatory compliance.
We look forward to finding the best solutions for your needs. Please contact us.