165 articles found
Separation of assets does not in itself settle who owns the money in a joint account. The distinction between the relationship with the bank and the relationship between spouses, the value of evidence and the organizational choices that reduce ambiguity
On Thursday 22 October at 13:45, Alessio Cardinale interviews Francesco Megna on the relationship between protection, returns and trust in advice
Using email and WhatsApp is not enough to manage assets online: artificial intelligence can make complex tools more accessible, while advice must help people understand them and keep control of decisions
Income, care, housing and the protection of decision-making must all be part of the same wealth plan, because the capital to be passed on is defined only after one’s own life has been protected
Families with significant assets may make sound decisions that are nevertheless disconnected: the value of advice emerges when it helps read resources, goals and responsibilities together
