Wealth strategies
Life events
Advice for every stage of life.
Life events
No prenup?
Julian’s experience highlights what can happen in the absence of any domestic agreement and a large imbalance of wealth. The 42-year-old executive recently divorced after…
Life events
The importance of being tactical
When it comes to investing, being tactical is less like running a marathon and more like rearranging your activities to meet your daily step count.…
Life events
Prenuptials and asset protection
Why consider a prenuptial agreement? In this case study we compare two couples: one with a similar net worth that chose to set up a…
Life events
Are you financially prepared for widowhood?
Like any major life-changing situation, some basic financial preparation in the present can help to alleviate some of the practical difficulties and challenges when you’re…