Join Momentum Investments for an exclusive session on Intergenerational Wealth Transfer – a critical topic for anyone looking to protect and grow their wealth for future generations. In today’s global economy, transferring wealth efficiently and strategically is more crucial than ever. This Global Citizen Masterclass will give you the insights and tools to navigate these challenges with confidence.
Session overview:
- Smart structures: From local trusts to offshore trusts and ‘asset-swap’ investments for South African trusts
- Global trends: Key statistics shaping intergenerational wealth transfers worldwide
- Timing matters: Interesting insights on timing currency exchanges
- Succession planning: Overcoming challenges in global wealth transfer
- Life wrappers: Traditional solutions reimagined for building wealth globally
