Sudden Wealth & the Next Generation - A Bite-Sized Guide for Private Client Professionals

Introduction

‘Sudden Wealth Syndrome’ is used to describe individuals who unexpectedly come into large sums of wealth and often feel isolated from friends and family, guilty about their good fortune or fearful that they will lose their newfound wealth because of this unfamiliar territory.

This short webinar is designed to explore the concept of Sudden Wealth and in particular what advisors need to be aware of when advising clients.

What You Will Learn

This webinar will cover the following:

• What is Sudden Wealth Syndrome?
• Core scenarios
• What an advisor needs to be mindful of when advising a client to assist them with preparing for their new ‘world of wealth’
• The signs of abuse/exploitation advisors should look out for
• The information advisors should ensure clients understand
• The importance of responsibility of wealth

This webinar was recorded on 13th June 2024

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.