family conflicts

Advisor-Friendly Trusts: A Strategic Asset in Financial Planning

Key TakeawaysTable of ContentsUnderstanding Advisor-Friendly TrustsAdvisor-friendly trusts give financial advisors the unique opportunity to remain at the helm of a client’s investment management, while allowing a corporate trustee to handle crucial trust administration responsibilities. These trusts bridge the gap between expert asset management and the specialized, fiduciary support necessary for long-term estate planning. For more […]

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How does online counselling work?

COVID-19 has changed human interaction, possibly forever. Many aspects of our daily lives and how we engage with other people has shifted to online communication tools over the internet. Zoom, Teams, WebEx are just a few examples of the new tools we now use (alongside the familiar email, instant messaging/chat and Skype-calling), quite possibly for

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