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
EXCLUSIVE: New Taylor Wessing research shows sense of purpose amongst ultra-wealthy to "power the next economy"Will Sidery on 10/05/2022
New research from global law firm Taylor Wessing, and exclusively revealed by eprivateclient, shows a “clear sense of responsibility from world’s wealthy to power the next economy".
News Team on 05/05/2022
Saffery Champness Registered Fiduciaries is set to acquire Cayman Islands-based Holdun Trust Limited
News Team on 11/02/2022
Ultra-wealthy individuals gave $175 billion to philanthropic causes in 2020, Wealth-X's latest ultra high net worth philanthrophy report has revealed
The concept of ESG has moved increasingly into the mainstream – and with so many organisations clamouring to tout their ‘ESG’ credentials, it is easy to get lost in the ESG noise.
News Team on 17/11/2021
A study by Jersey Finance into Islamic HNWIs has shown an active interest in ESG and ethics in making financial decisions
Changing times, changing needs: The growing demand among Middle Eastern families for succession planning structures in the Channel Islandson 23/09/2021
As we emerge from one of the strangest periods in living memory, Collas Crill partner Angela Calnan reflects on the key drivers behind the recent surge in her work in establishing succession planning structures for internationally mobile families
As an ESG investment revolution gathers pace, trustees are increasingly being asked by settlors and beneficiaries to take into account factors such as climate change or to exclude certain industries when investing trust assets. What challenges does this present for trustees of private family trusts?
Rothschild & Co to launch Madrid wealth management branch aimed at families, charities and foundationsNews Team on 29/07/2021
Rothschild & Co is set to open a new wealth management branch in Madrid focused on ultra-high net worth families, entrepreneurs, charities and foundations, a move the bank says marks a further step in its pan-European strategy
Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector in particular has seen a major shift with the generational wealth transfer timeline shortening significantly
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