Jamey Dwyer: Unveiling Succession & Estate Planning as ZEDRA’s Head of Active Wealth | St Helier

Meet Jamey Dwyer, Head of Active Wealth at ZEDRA, in this insightful interview where he shares his expertise on helping clients create and preserve their wealth. Learn about the distinction between serving clients actively creating wealth and those focused on wealth preservation and the importance of a holistic approach. Discover why it's crucial to start thinking about holistic planning as soon as you experience success. Delve into the world of financial planning and estate management in this video as we explore pressing questions about these topics with Jamey. Discover when clients typically review and update their financial plans, how intermediaries assist with estate planning and the pandemic's impact on attitudes towards these areas. Join us with expert from ZEDRA Group, sharing their global perspective and experiences with clients worldwide. Whether you're starting your financial journey or seeking new insights, don't miss this valuable discussion. Like and subscribe for more! 00:00 Interview with Jamey Dwyer, Head of Active Wealth at ZEDRA 00:20 It'd be interesting to hear a little bit more about your background and your role. 00:43 How do you see the distinction between serving clients who are actively creating wealth versus those focused on wealth preservation, especially considering the need for a holistic approach? 01:46 Why do you think it's important for people to think about holistic planning as soon as they really start having that success? 02:28 At what junctures do clients typically review and update their financial plans, especially when there are life events such as having dependents, marriage, or other significant changes that may trigger the need for a review? 03:18 What are the kinds of intermediaries you might combine with a client looking at estate planning? 04:16 How do you see your role within Active Wealth as part of the group, given your global focus and interactions with colleagues and clients in different regions? 04:56 How did you find the pandemic changed clients' attitudes to estate planning? 06:36 What are your thoughts on succession planning for family businesses and assets and the focus on next-generation clients in wealth management? 07:38 Do you think those younger clients have different priorities from the former? 09:40 What kind of conversations do you have with a businessman that's not schooled in this area? 10:33 How do you convey the benefits of a Jersey trust structure for safeguarding wealth to clients residing far away and addressing their concerns? 12:19 From a global perspective, what exciting growth markets do you identify for the business moving forward? Youtube Links: ▶ FOLLOW US HERE INSTAGRAM: https://www.instagram.com/pcdclub/ TIKTOK: https://www.tiktok.com/@pcd.club FACEBOOK: https://www.facebook.com/ClubPCD/ LINKEDIN: https://www.linkedin.com/showcase/hnw-advisor/ TWITTER: https://twitter.com/clubpcd/ #FinancialPlanning #EstateManagement #WealthPreservation #WealthManagement #SuccessPlanning