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Planning for the future

Expertise and insight to help you plan your wealth for the future

Whether you’re looking to branch out into new financial ventures, build a long term wealth plan or simply unsure on who you need to include in the conversation, HSBC Global Private Banking is the partner to help you find the right path for you. 

 

You’ve built your wealth. Now what to consider when starting to plan the future of your wealth.

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What you need to know to transition your assets and business successfully.

 

How to define your purpose.

 

Finding a new purpose after exiting your business

 

Should you talk to your family about wealth?

 

How can long-term management support your wealth and your family.

 

Where to start when planning to sell your business.

Balkan Mountains, Bulgaria
 

There is always a lot of conversation about starting a business – the ‘start-up’. However, there is less discussion about what happens at the other end.

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Are the UHNW really less prepared for wealth transfer than everyone else?

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Are India’s wealthy individuals the most entrepreneurially minded in the world and what does it mean for how they manage their wealth?

Shanghai building
 

There’s much discussion about first generation wealth, but in mainland China we also see a strong trend for first generation entrepreneurs.

Latest Wealth Planning Insights

 

Expertise and insight to help you plan your wealth for the future

Whether you’re looking to branch out into new financial ventures, build a long term wealth plan or simply unsure on who you need to include in the conversation, HSBC Global Private Banking is the partner to help you find the right path for you. 

Businessman having coffee
 

Where to start when you are considering selling your business

 

Selling a business is more than a transaction. Explore Global Private Banking insights to help define your path to a successful exit.

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Discover our latest in-depth investment views and insights in our video with Global Chief Investment Officer, Willem Sels.

 

In an ever changing world, our insights keep you updated on market developments and major trends.

Speak to one of our Relationship Managers to find out more about how we can support you and your family’s financial planning

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