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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CONTINUITY WEALTH MANAGEMENT, CORP.CRD Number: 111010OtherThanAnnual
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What is continuity wealth management?
Continuity wealth management refers to a strategic approach to managing and preserving wealth across generations, ensuring that assets are protected, grown, and transferred in accordance with the wishes of individuals or families.
Who is required to file continuity wealth management?
Individuals or entities that have significant assets, wealth, or investments that need to be managed for future generations are typically required to engage in continuity wealth management. This often includes high-net-worth individuals and family businesses.
How to fill out continuity wealth management?
Filling out continuity wealth management typically involves gathering financial information, assets, liabilities, family structure, and detailing the wealth management strategy, including goals for asset distribution and investment approaches.
What is the purpose of continuity wealth management?
The purpose of continuity wealth management is to ensure that an individual's or family's wealth is effectively managed and protected, enabling smooth transitions of assets and fulfilling the family's financial goals and legacy.
What information must be reported on continuity wealth management?
Key information that must be reported includes the total value of all assets, liabilities, family members involved, investment strategies, estate planning considerations, and any existing trusts or financial instruments.
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