Succession planning and wealth transfer can be some of the most valuable yet challenging services private banks provide. This makes it all the more important that clients feel they have a firm with the insight and expertise to help them navigate a generational handover. Santander Private Banking Brazil has spent more than two decades helping ultra-high net-worth (UHNW) families manage wealth and estate planning.
The firm’s wealth planning team provides customers with valuable lessons learned from years of experience.
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