Asian Wealth Solutions Forum 2019 - Exclusive Insights - Max Ezerins

Max Ezerins of The Sovereign Group

Nov 13, 2019

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1. Is the wealth industry doing enough to educate Asian clients on structure and legacy planning?

Video transcript

1. Is the wealth industry doing enough to educate Asian clients on structure and legacy planning?

They certainly are. There's definitely a focus now, these days, for advisors in all aspects to provide education to their clients, because clients are more well versed in all aspects these days. So we need to be a part of that, and we need to ensure that we're helping with matters like family governance, succession planning, and education is the first step in that process.

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