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Glossary of terms used on this site

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A

Term Definition
Assets

Items that are owned by the business, they may include such items as plant and equipment, motor vehicles, intellectual property or customer listings. Family assets may include share portfolios, investment property or collectables including art.

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Testimonials

Bruce says

We were looking for a method to ensure two of our senior partners could afford to retire in 4 years, and that we could afford to purchase their shares. Jim gave us much more than we expected and spent a great deal of time understanding our issues. His report is one of the most important in our business and will be often referred to in future years.