Strategic asset planning focuses on the ownership and structuring of assets. Specifically, asset planning seeks to find solutions for the following types of issues:
- Who/what should hold the assets to meet client needs given:
- Taxation Implications
- Liquidity requirements
- Estate/asset protection consequences
- How should the client’s financial position be structured, given changing lifestyle and needs going forward
- What are the appropriate sources to fund future investment
- What is the appropriate level of debt (if any) to equity for the family group
