Financial planners & Insurance brokers
Risk management and wealth management – they go together. Preserving wealth means protecting wealth
This is what you do: looking after your client’s financial well-being! Are you doing it sufficiently?
High net worth individuals are often entrepreneurs with various investments in private companies. These investments are part of their wealth portfolio. Financial planners help them to manage and protect this wealth. This includes international restructuring, re-investment strategies and getting the necessary business buy-and-sell insurance policies in place. These recommendations need to be based on informed decisions, which is why an understanding of the most recent values of businesses and company shares in the portfolio are so important. Frequent company and business valuations are key to this, but they can be cumbersome and expensive when done externally. This is where the online business valuation solution by Worth.Business makes so much sense.