Panel discussion - Empathy & Understanding in Wealth Structuring – the ‘Softer’ Side of Helping Families Succeed

Michael Stanhope of Hubbis

Sep 25, 2023

View Article View Event
  • Wealth structuring is not only about technicalities and legalities, so what are the key ‘softer’ elements of the process that must be identified, addressed and then carefully managed?
  • What role could or should the private banker of wealth advisor play in nurturing these wealthy families towards taking the right steps and including the different generations in the overall solutions?
  • How do these families manage the right levels of communication and transparency throughout the process?
  • How long does it all take and how patient do the participants need to be?
  • How do you manage the gaps – sometimes chasms – in hopes and expectations between the different generations?
  • Why are family cohesiveness and well-being so important in estate and succession planning?
  • The Missing Piece in Holistic Continuity Audit: Integrative Family Dynamics
  • How can families adapt if the younger generations do not wish to take over family businesses?
  • What are the magic ingredients of a truly successful wealth & estate succession plan?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Sunita Singh-Dalal
Partner, Private Wealth & Family Offices
Hourani & Partners

Zac Lucas
Partner – International Private Wealth
Spencer West

Mark Smallwood
Engagement & Consulting Partner
Hubbis


Dave Lange
Senior Executive Officer
Trident Trust

More videos from Michael Stanhope, Hubbis

Latest Articles

Latest News