Wealth Management: The game never ends, the rules keep changing.
Owning significant wealth creates unique challenges, responsibilities and dilemmas. Wealth owners need to make decisions about the legal/ tax structuring of their assets, risk appetite, investment portfolio, advisers, professional fees, family involvement and much more. This is not a one-time exercise: the wealth management world keeps moving on and you as wealth owner must move with it.
Not only is the environment constantly evolving: you will change too. New people come into your life and others fade away. New circumstances may require new arrangements. Limitations of your old advisers in new situations may become apparent. Your experiences may lead to rethinking the way you want to manage your wealth. Whatever your situation is, you will at least have to stay up to date and connected enough to play your unavoidable role as ultimate decision maker.
That is why there is Peers…