STEPIOM Sharing Under Sharia: Wealth and Succession Across Cultural Borders

This session provides advisers with a practical understanding of Sharia inheritance and its impact on wealth and succession planning. Learn the key principles that guide estate planning, gain insights into common misconceptions, and discover actionable strategies for navigating cross-border legal issues while aligning succession plans with clients’ values. The session will be particularly relevant for advisers working with clients from the Middle East or families whose wealth and expectations are influenced by Sharia principles.

Key Takeaways:

• Learn the key principles of Sharia inheritance and how they shape estate planning.
• Debunk common misconceptions and understand what really matters for families.
• Gain practical tips for planning, preserving legacy, and navigating cross-border legal issues.
• Understand how to align succession strategies with clients’ family values and expectations.

Due to the kind sponsorship of Canaccord Wealth, this event is free to attend for STEP members and is available at a cost to non-members.

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Host or Publisher STEP IOM