Covers how to evaluate inheritors unique financial goals, legal structures, and assets in order to develop a holistic post-inheritance investment portfolio management strategy.
What You’ll Learn
After completing this course, students will be able to:
Identify the steps used to serve clients with inherited wealth
Recognize the distinct requirements that encompass inherited wealth
Explain the process used to assess the needs of inheritance recipients
Describe the investment allocation approach to integrate inherited wealth to an existing portfolio