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FEATURED ARTICLE
Rubach: Those who leave inheritances without context are forgetting the power of wealth
Inheritances are usually discussed in technical terms like valuation, liquidity and tax efficiency. But this jargon is rarely how families actually experience inheritance.
For most people, it is not received as a financial event. It is received as a message, interpreted through years of family history, sibling dynamics and unspoken expectations.
And when an inheritance is given without clearly articulated reasoning, even well-designed estate plans can leave families unsettled and divided, writes Elke Rubach of Rubach Wealth.
It was our most popular article of the week.
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MEMBER CONTENT
Thane Stenner: Global mobility as a strategic asset class
“There has long been a degree of geopolitical or economic uncertainty in certain parts of the world, which led many wealthy families to seek additional options as a form of long-term security."
Have wealth, will travel: More wealthy families are seeking global mobility for tax, lifestyle, investment and business purposes, according to top wealth expert Thane Stenner. And they need specialized advice that will help them grasp jurisdictions’ diverse rules, advantages and challenges.
Yet for many high-net-worth Canadians, this is an unexplored facet of potential for their finances, lifestyles and families, Stenner says.
This article is brought to you by Stenner Wealth Partners+.
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