Trusts are extremely popular entities for succession planning and wealth preservation amongst western wealth holders. This is for good reason, given the various advantages they offer, several of which are outlined below. Their use ...
As a high or ultra-high net worth client, your biggest risk might be the professional advisors you rely on day to day. Why? Because however discrete they are in person, their digital avatars could be telegraphing your secrets across ...
Many families employ trusts as part of their international family asset protection and tax planning. Similarly, in the corporate environment many companies employ trusts for purposes such as leadership succession planning. Generally, ...
Later this month, President Trump will be sworn in. By the close of March, Article 50 is expected to have been triggered in the UK, marking the official start of Brexit. Together, these formal rituals will reify the shock political ...
On one of my recent trips to Dubai I contributed to two separate expert panels at two separate events for very different audiences. The first was an exclusive event for ultra-high net worth families. The second was an industry event ...
The Malta Financial Services Authority has recently clarified the rules for Trustees of Family Trusts in Malta. The removal of the requirement for the interposition of a professional trustee is of particular interest, as it was ...
