Isabel Baxter on 20/12/2022
As conversations about the role of environmental, social and governance (ESG) become prominent within the private client industry, it is important to recognise its complexities, Jonathan Arr, a partner at UK law firm Macfarlanes, told eprivateclient
News Team on 14/12/2022
For families in Asia and globally, philanthropy has become a tool for preparing the next generation (nextgen) to take over their businesses, a survey by HSBC Global Private Banking has found
News Team on 12/12/2022
Drawing on the firm’s centuries long history supporting successful families and individuals to plan for the future, London law firm Boodle Hatfield has published ‘Lessons in Legacy’ - a four-part thought leadership series exploring what legacy means to families and individuals in the 21st century
News Team on 20/10/2022
Financial services provider Apex Group has launched a not-for-profit foundation.
For Yvon Chouinard, there were, in his words “no good options” for achieving his family’s goals within a conventional strategy for his company, Patagonia
News Team on 26/09/2022
There have been 170 charitable family foundations established in the UK by high net-worth individuals (HNWs) since 2012, new research by private wealth law firm Boodle Hatfield showed
The so-called Bank of Mum and Dad continues to be a major contributor to children’s savings, helping younger generations achieve all important financial goals like that first house purchase or funding further education
Celebrating an innovative, forward-thinking island with financial services at its heart...
News Team on 02/08/2022
Last wednesday (20 July), the findings of a research project focused on Jersey’s global economic footprint were presented to MPs at a reception in the House of Commons
Understandably, UHNWs want to ensure their wealth is protected for future generations. This is where lifetime planning comes in, typically involving trusts, companies and foundations, or similar structures. The structures can have a variety of aims including philanthropy, tax planning and operational efficiency
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