Imagine you are reviewing a high-net-worth client’s estate portfolio. You notice a Power of Attorney (PoA) document that seems comprehensive, yet the client has not explicitly addressed medical decision-making in a...
During a routine portfolio audit for a high-net-worth client, you might encounter a bank account or a demat holding where the registered name differs from the individual who ultimately enjoys the economic rights to the...
Imagine you are reviewing a High-Net-Worth client’s portfolio transition plan. You notice a testamentary trust intended to fund the education of the client’s grandchildren, but the documentation reveals it only activates...