Estate and succession planning and management are highly complex specialist operations.
Through Stellar ICENI, collaborative relationships have been developed with a number of professional service providers to create a framework of partners for advisors to call upon to support all aspects of their clients’ estate planning needs.
This 3.5 minute video features opinions from wealth managers Helm Godfrey, legal experts Farani Taylor, specialist tax advisors Obsidian, estate administrators King’s Court Trust and Stellar Asset Management themselves.
Advisors will be able to see for themselves how a seamless network of partner services will massively enhance the range and quality of advice they can offer their clients.
