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Don't live without a death audit - why every family office should simulate the death of their wealth owner
The International Family Offices Journal
Vol. 8 - Iss. 3 pp. 19–24
Mar 2024
Kerri M Scott advocates carrying out a death audit to simulate the administrative complexities that follow the death of the wealth owner. Advance preparation can ensure that plans and structures are still appropriate and maximises the likelihood of a smooth transition.