Concentrated Asset Risks
Is most of your wealth linked to the family business?
Is your current asset allocation heavily weighted in a particular asset class?
Many Latin American clients have concentrated risk exposure, whereby the investor's asset allocation is heavily weighted on a specific geographical location, economic sector, currency or asset class. While there is a risk of potential losses that can significantly impact the value of their estate, these investors have successfully created significant wealth through concentrated investments. International Wealth Protection provides solutions to help create balance within the asset allocation and protect the estate from significant losses that could impact the financial well-being of future generations.