COVID-19: What action can the Private Wealth community take to support their families, businesses, employees and communities, while safeguarding assets, as we look ahead to what the future might hold?
The world as we know it is rapidly changing in response to the outbreak of the Coronavirus. There is an enormous impact on our clients and contacts personally, as well as in their professional lives, their investments, and with their employees.
Our most common queries are centred around steps people can take now ahead of any tax increases, how they can gain access to short term liquidity, how they can review their divorce settlement, as well as the more philanthropic sentiments centred around how they can improve the lives of people in the community and worthy investments.
We have listed below a few core topics and queries that people are considering along with the advice we are giving to support with these decisions.