Atlas Wealth was founded in 2011, and looks after expatriate Australians in more than 20 countries around the world, mainly from its base in Southport, on Australia’s so-called Gold Coast.
Cernik’s presentation, therefore, focused on the need for expats – from any part of the world – to prepare strategically and efficiently for their demise
“What this means,” he clarified, “is that the way we attract, retain, and interact with clients, and cater to their financial needs, has changed substantially over the last few years"
In addition, Eagle Investment Systems, a BNY Mellon company, collected the “Best Fund Accounting and Reporting Software Provider” award for the second consecutive year.
Clear succession plans make sense, whatever the size of the family group, to make the business more decisive in markets where clear decision-making is essential.