Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and the world.
What is a Family Trust?
A Suresh
Executive Director, PropSevaⓇ
February 18, 2020
Reading Time: 3 minutes We have all heard about family trusts. What exactly are they and how do they work? In order to advise our clients about making use of tools like these for the protection of their assets, welfare of their family and for the purpose of estate planning, we need to understand the basics better ourselves. This week’s article by Mr. A Suresh talks about family trust and how this device helps achieve various objectives. Read on and get a step closer to the better client experience.
Read MoreFinancial Security for Special Needs Children
A Suresh
Executive Director, PropSevaⓇ
September 24, 2019
Reading Time: 3 minutes Financial advisors are in essence the financial guardians of the families that they cater too. It is their duty to advise them according to what works best for them after minutely studying their individual scenario. Every family has specific needs over and above those general to all. One such need arises when there are children with special needs in the family. Since they are not equipped to handle their own finances, often all throughout their life, if becomes essential to help your client execute a financial plan that is also effective posthumously. Read on to know what Mr. A Suresh has to say about handling this aspect of financial planning and truly touch your clients’ life.
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