Global wealth, corporate and fund solutions provider Zedra is reporting a significant rise in the number of requests from LATAM based clients asking for a review of both their succession planning and structuring strategies.
Whilst not linking this directly to the COVID-19 outbreak, Zedra said it believes the publicity surrounding the pandemic has acted as a catalyst, prompting clients to review how their estates will be managed.
Mario Cohn, managing director, Zedra Switzerland, explained: “Succession planning in Latin America is very complex, with many countries still having forced heirship rules, which can complicate...