Financial Planning

Wealthy families at risk of losing their wealth in 2nd and 3rd generations - Considerations for creating a successful intergenerational wealth

For many years, the concept of self-made success was considered by many to be the ‘making of the man’, with each generation expected to prove their self-worth by being at least as financially successful as the generation before.

RSA’s multi-millionaires caught off-guard at death

Drawing up a South African financial plan made easier for planners and students

In a welcome development for the financial planning profession, LexisNexis - the global leader in content-driven legal and regulatory workflow solutions – has launched the SA Financial Planning Case Studies book.

Leaving a legacy, intergenerational wealth, or succession planning? Is there a difference and why you should care

Whatever you call it – leaving a legacy, intergenerational wealth, or succession planning - these terms ultimately all refer to the transfer of your assets to your beneficiaries.