CCSIWP.COM
Updated 447 days ago
10 Jennings Bay Road Southampton, Bermuda
Intergenerational wealth planning is planning for the use, preservation and eventual transfer of wealth to the next generation, or future generations. World and family dynamics are constantly changing and as part of your estate planning it is critical to regularly review your estate planning documents to ensure they clearly outline the families objectives determining what you would like to do with your business upon your death. This can involve insurance companies, lawyers, financial advisor and accountant...
Business consulting, trust and estate planning and company management services in Bermuda. Christensen Consulting Services.