The family succession conversation must move beyond the transfer of wealth to focus on ‘intangible’ assets, such as family values and culture, experts tell Asian Private Banker. “What most parents want to pass on is not so much their wealth but rather their traditions, rules and wisdom,” says Jameson Leung, CEO of Grandtag Financial Group, a financial advisory firm that…
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Values, culture and wisdom key to family succession planning
15 June 2017

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