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The human angle of succession

Published by AdminCP on May 28, 2025May 28, 2025

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. 

The human angle of succession

Categories: The Oracle
Tags: Succession planningwealth

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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