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Succession planning

The Oracle

The human angle of succession

In this quarter’s Spear’s Magazine, Delfin’s Annamaria Koerling explains how the human angle of succession is often overlooked. It is just as important to prepare the individuals for the wealth as preparing the wealth for the individuals.

By AdminCP, 5 days5 days ago
The Oracle

The breakdown of communication and trust is at the heart of many botched succession plans

In this quarter’s Spears Magazine, Delfin’s Annamaria Koerling explains how the breakdown of communication and trust is at the heart of many botched succession plans.

By AdminCP, 8 months2 months ago
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Delfin Private Office International Limited (FRN:1004964) is an appointed representative of Thornbridge Investment Management LLP (FRN:713859) which is authorised and regulated by the Financial Conduct Authority. Registered address: Floor 2, 25 Bury Street, London, SW1Y 6AL