Divorce and wealth - the planning pitfalls

It’s a fact of life that marriages can fail - and for families who want to preserve their wealth from spousal claims, this becomes a contentious issue. In order to keep matters fair for all parties, what should wealth creators do? And if you’re on the cusp of married life, how can you broach the subject with your spouse-to-be? In this episode, tune into the fascinating insights of Martyn Carre, Head of Key Clients and Positioning, Fiduciary Services at Julius Baer.
Read the article: www.juliusbaer.com/en/insight...
CHAPTERS
00:00 The simple facts of divorce
00:13 How divorce affects your succession planning
00:49 Trends with divorce and modern families
01:40 Preventative measures
02:37 Mitigating the risks of losing wealth over generations
03:16 Key takeaways for divorce planning
Follow Julius Baer:
- Corporate Website: www.juliusbaer.com
- KZbin: / bankjuli. .
- LinkedIn: / juli. .
- Twitter: / juliusbaer
- Facebook: / bankjuliusbaer
- Instagram: / bankjuliusb. .
CHAPTERS
00:14 The simple facts of divorce
00:13 How divorce affects your succession planning
00:49 Trends with divorce and modern families
01:40 Preventative measures
02:37 Mitigating the risks of losing wealth over generations
03:16 Key takeaways for divorce planning
About Julius Baer
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse.