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Estate Planning

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Wealth transfer and legacy building among African families for enduring financial security.

Wealth Transfer: Building Legacies That Endure

As private wealth grows across Africa, how this capital is managed will determine its impact on families, communities and economies for generations.  By Amol Prabhu, Country CEO, Africa, Barclays Private Bank and Wealth Management  Wealth is more than a number on a balance sheet, or the value of a portfolio. It goes beyond inheritance, privilege or status. It carries memory, […]

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Business meeting discussing estate planning documents and strategies.

Why Estate Planning Is Crucial In Times Of Unexpected Events

By: Sean Hanlon, BrightRock Executive Director: Sales and Distribution In the past two years, the need for sound financial planning has become very evident. Events such as the unexpected KZN floods, the July 2021 riots and the COVID-19 pandemic have all put estate planning in the spotlight, with a greater call for financial advisers to […]

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