Foundations

In the last twenty years or so of offshore financial services, conversations with clients about succession planning and wealth transfer haven’t changed very much but the toolbox of solutions has expanded exponentially in that time...

Jersey Finance, in conjunction with Durrell Wildlife Conservation Trust, is launching a new initiative aimed at protecting wildlife and ‘rewilding’ ecosystems around the world

Speaking at the 2020 Jersey Finance Private Wealth conference, Joe Moynihan, chief executive of the promotional body explained that for the island, like the rest of the world, 2020 has been an “exceptional year” during which the island’s financial sector had witnessed the “the devastating effect of the pandemic.”

In an article taken from Ocorian's Guide to Family Offices, executive director and author of the guide, Richard Joynt shines a spotlight on the reasons why the diverse array of businesses falling under the umbrella of 'family office' have surged in number in recent years...

Over 70 percent of ultra high net worth (UHNW) families have leadership structures in place, says international family office Stonehage Fleming

Impact investing has attracted increasing attention in recent years from socially conscious investors looking to build wealth while creating concrete social or environmental benefits....

Today sees the publication of the 2020 eprivateclient Middle East Report – an in-depth look at some of the most important topics affecting wealthy individuals and families from the region as well as their advisers across the globe...

During the early part of the national lockdown, it became very clear that UK charities would face serious challenges both immediately and beyond the pandemic in a post-Coronavirus world

An amendment to the Foundations (Jersey) Law 2009 is expected to come into force on 1 December this year, offshore law firm Walkers has highlighted

Over the next 10 years, more than $15 trillion is expected to be passed down to the younger generation, a study commissioned by IQ-EQ reveals today...