Welcome to the final issue of Money Matters

Hello, ladies and gents, and welcome to the final issue of our signature series, Money Matters.

Retirement changes the financial conversation. The focus shifts from building wealth to living off it. How do you turn decades of savings into a reliable source of income? What role should pensions, dividend-paying stocks, and other investment products play in a retirement portfolio? How can families preserve businesses and wealth across generations? And what conversations should happen long before a founder or family patriarch steps aside?

In this issue of Money Matters, we look at some of the questions that become increasingly important as investors move from accumulation to decumulation, from generating retirement income and preserving purchasing power to succession planning, wealth transfer, and preparing the next generation to manage what has been built.