Significant rise in clients in Latin America requesting succession planning: ZEDRA

Wealth management firm Zedra has reported a significant rise in the number of requests from clients based in Latin America, asking for a review of both their succession planning and structuring strategies. While not linked directly to the Covid-19 outbreak, Zedra believes the publicity surrounding the pandemic has acted as a catalyst, prompting clients to review how their estates will be managed.

Source: Wealth Adviser