How can trustees involve clients without ceding control of investment assets?

Claire Abrehart, managing director & Henry Mander, partner, Harneys, 22/02/2021

In the last twenty years or so of offshore financial services, conversations with clients about succession planning and wealth transfer haven’t changed very much but the toolbox of solutions has expanded exponentially in that time. 

Clients are still concerned about handing over control of their hard earned assets and worried that their views and wishes will no longer matter to the trustees, esp...

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