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Modern families are complex and there is no set formula to prepare and articulate your wishes and concerns. A well-considered plan can help in defining a family’s vision and purpose but, equally importantly, limit negative impacts when the time for succession and wealth transfer comes.

Jonathan Speck, Senior Partner at Mourant, together with Jonathan Needham, Head of Trust and Succession Planning for SGPB, Simon Kleis, Head of Private Client Trust for SG Kleinwort Hambros and also Melody Munro, Senior Associate at Farrer & Co and Graeme Kleiner, Partner at Charles Russell Speechlys, talk about the practicalities of identifying and eliminating risk in wealth transfer and how to prevent it from going horribly wrong.

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This is a marketing communication provided for information purposes and is not investment advice or a recommendation.

This video/podcast is not offering securities.  Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.

While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast.  The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.

No part of this video/ podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH.  Any unauthorised use or disclosure is prohibited. 

Copyright 202[2]-2023 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

Modern families are complex and there is no set formula to prepare and articulate your wishes and concerns. A well-considered plan can help in defining a family’s vision and purpose but, equally importantly, limit negative impacts when the time for succession and wealth transfer comes.
Jonathan Speck, Senior Partner at Mourant, together with Jonathan Needham, Head of Trust and Succession Planning for SGPB, Simon Kleis, Head of Private Client Trust for SG Kleinwort Hambros and also Melody Munro, Senior Associate at Farrer &amp; Co and Graeme Kleiner, Partner at Charles Russell Speechlys, talk about the practicalities of identifying and eliminating risk in wealth transfer and how to prevent it from going horribly wrong.
-
This is a marketing communication provided for information purposes and is not investment advice or a recommendation.
This video/podcast is not offering securities.  Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.
While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast.  The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.
No part of this video/ podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH.  Any unauthorised use or disclosure is prohibited. 
Copyright 202[2]-2023 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

Are you mystified by the many facets of wealth? Or curious as to how to manage it in today's environment?

Fahad Kamal, Chief Market Strategist at Kleinwort Hambros, dives into the world of wealth with brilliant speakers, discussing everything from responsible investment to tech, geopolitics to retirement planning.

Subscribe to make sure you don't miss an episode. 

Are you mystified by the many facets of wealth? Or curious as to how to manage it in today's environment?
Fahad Kamal, Chief Market Strategist at Kleinwort Hambros, dives into the world of wealth with brilliant speakers, discussing everything from responsible investment to tech, geopolitics to retirement planning.
Subscribe to make sure you don't miss an episode.&nbsp;

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