The importance of wealth planning as a connection between family and business

28 January 2024

According to the popular saying, the only certainties in life are death and taxes. Even so, death remains a taboo topic, although failing to plan for succession can lead to losses, especially when family businesses are involved. In this context, wealth planning becomes essential as the set of legal tools that enable the efficient transfer of a person’s assets and rights before or after death.

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The importance of wealth planning as a connection between family and business

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