Divorce and wealth – the planning pitfalls

Divorce and wealth – the planning pitfalls

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Publish Date:
25 February, 2024
Category:
Wealth Management
Video License
Standard License
Imported From:
Youtube

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.
#shorts #finance #divorce #juliusbaer

Read the article: https://www.juliusbaer.com/en/insights/our-podcasts/beyond-markets-podcast/divorce-and-wealth-avoiding-the-pitfalls/
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CHAPTERS

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.


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