This site uses cookies to provide you with a more responsive and personalised service. By using this site you agree to our use of cookies. Please read our privacy statement for more information on the cookies we use and how to delete or block them.
  • Holistic Wealth Planning

Holistic Wealth Planning

22 May 2019

Wendy Walton was delighted to take part in a recent STEP Journal roundtable discussing the importance of cross-disciplinary financial advice at a time when lawyers and accountants are taking on increasingly complex wealth management for clients.

Many high-net-worth (HNW) clients are now asking wealth management professionals to take on increasingly complex matters.

‘It’s really important that a client has a team around them that is covering all angles. They will likely have a lawyer, an accountant, a trustee, a financial advisor, a protector and a banker. And if those people aren’t working as a team, then it’s easy to miss things that the client needs.
Wendy Walton

From cross-jurisdictional investments to multi-generational planning, lawyers, accountants, investment managers, private bankers and financial advisors are often faced with scenarios beyond their specific technical expertise. How can advisors rise to this challenge?

Read the write up of the roundtable here:



Kindly reproduced with permission from STEP.

Helen Swire, ‘Holistic wealth planning’, STEP Journal (Vol27 Iss4), pp.64-67