Reading & Insights

Wealth preservation across generations has less to do with returns and more to do with discipline: liquidity buffers, clear succession plans, and regular, unemotional review of the family balance sheet.

Most owner-run businesses call an accountant when a problem shows up. A virtual CFO's job is to make sure fewer problems show up in the first place — particularly in cash-intensive trades like gem and jewellery.

A look at how recent shifts in direct tax slabs and capital gains treatment affect high net worth individuals, and what to review in your own filing before the next assessment cycle.