Wealth planning is all about sensitising the target audience as to why estate planning or wealth planning,” Abhijit Joshi explains, adding that the most important step is to understand the facts and background of each client.
Some of the factors to be considered include: group structure; generations involved in the business; the acceptable level of complexity in structuring; age of the patriarch; and his plans for the future.
Abhijit Joshi Veritas legal Interview on Role... by robindcruz884
Some of the factors to be considered include: group structure; generations involved in the business; the acceptable level of complexity in structuring; age of the patriarch; and his plans for the future.
Abhijit Joshi Veritas legal Interview on Role... by robindcruz884