Last year I celebrated 20 years as a financial adviser and I took a moment to reflect on my experiences helping people manage their financial affairs. While much has changed over two decades, I came to the conclusion that one thing in particular had not. And that is, in my opinion, couples who share their…
As you’ve learned in our earlier articles there is much to consider when it comes to business succession planning. While selling your business may be a cornerstone of succession, achieving it involves completing a multilayered process that rests on an abundance of decisions. These directly relate to how and when capital can be extracted from…
This case study illustrates the collaboration between financial (myself), legal and business advisers to create a seamless plan for our client, a business owner in mining and resources, and his wife to help them achieve their financial goals and leave a legacy for their children. Knowing that protecting the family’s current lifestyle was important to John…
This case study outlines how I provided financial planning advice and coordinated business and legal advice for a mining executive who had worked overseas for 30 years. There were multiple issues relating to complex executive options and share plans in a variety of structures across a variety of taxation jurisdictions and in addition, my client had…
