Here’s a case study illustrating how we transformed a complex succession challenge, involving overseas properties, minor children, and intricate family dynamics, into a robust wealth-building strategy, fortified by a $7 million life insurance plan. Around two decades ago, Kabir, a dynamic entrepreneur, embarked on a business venture in Azerbaijan, establishing a thriving presence in the region’s oil and gas sector.…
Today, I’m unveiling two parallel tales of client journeys, each concluding in entirely different destinies. Let’s dive into the first narrative—a client named Aditya stepped into our financial realm as far back as 2000. This client, at the helm of a sizable family, and whatever he does, his three siblings follow suit. They share identical contracts, united by family bonds…
In this case study, we examine the insurance strategies of two first-generation entrepreneurs, Joshua and Edward, who are now in their late seventies. They didn’t inherit their businesses; they built them from scratch decades ago. Their empires have gone global, with the second generation now running the show. The Challenge: Despite their successes, both Joshua and Edward were facing a…
Here’s one of those stories that inspires us to do things differently. Not because of its grandeur – but because of its simplicity. A common friend and client introduced me to Vishesh. This friend knew that Vishesh had a well-paying corporate job. But there was a concern, a friendly worry, that Vishesh might splurge his hard-earned money on things he…
Family businesses are complex organizations. Their complexities go beyond those of a typical corporate. Sure, the usual firefighting does have to happen – people, operations, cash flow, and the rest. But beyond those typical challenges, there are interpersonal family dynamics amongst involved and active family members. There are business heads (family members) with different personal and professional agendas, all of…
Meet Vikas. He is a family-business entrepreneur with a rather classic problem: His family has been purchasing and saving gold for nearly three decades now. And I don’t mean gold as in jewelry – they’ve been buying, bartering, and saving actual gold bricks. For the sake of this case study, let’s assume they’ve got about US$ 2 million saved up…
