04/13/2023
As settlor education grows around the world, we see no reason why this trend of families, and family offices, taking control of their futures should not continue.
04/12/2023
Modern Wealth Management aims to acquire select RIAs as anchor offices in strategic locations across the United States to build out an integrated financial services enterprise.
02/15/2023
The closing of the transaction is expected by the end of March 2023 upon approval from the relevant regulatory authorities and other customary closing conditions.
02/14/2023
Dentons Family Office and High Net Worth (DFO) sector is a global cross-practice group that services clients across six continents and multiple jurisdictions.
01/27/2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
11/07/2022
The event has returned after a two-year hiatus as a much-expanded international event with an impressive range of speakers and delegates.
10/17/2022
Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz
09/20/2022
The team also advises major universities, secondary schools, and cultural organizations on their planned-giving programs.
09/07/2022
Having earlier in the year featured as part of the Channel Islands Top 35 Under 35, Dean is one of six individuals from offshore law firms to also be selected for the UK edition.
09/02/2022
Hubbis met with her recently to learn of her views on the evolving needs and expectations of her clients, which include HNW and UHNW individuals and families, trust companies, family offices, international banks and fiduciary service providers.
08/17/2022
By far the most common scenario that will trigger a registration requirement is where the settlor of a US revocable trust is acting as the sole trustee during his lifetime and is (or becomes) UK resident.
08/04/2022
All money fundraised will be matched by the firm to support the Trusts’ goal to secure nature’s recovery on land and sea.
08/01/2022
Some estimates suggest that the crash has wiped $2trn from the market, with several prominent crypto funds being forced to restrict customer withdrawals and some entering into liquidation.
07/27/2022
WBD is recognised in London, Bristol, Yorkshire, the North East and Scotland.
07/17/2022
Recognized for his ‘extensive experience in handling trust disputes and restructuring matters’, Philip C. Dunkley QC is noted as a ‘Senior Statesperson’ who acts for wealthy individuals, families and fiduciaries on major internatio
07/15/2022
Chambers High Net Worth ranks the top lawyers and law firms for international private wealth
07/15/2022
Ogier is "the go-to firm on the island for Jersey private client expertise", with James Campbell, Josephine Howe and Katherine Neal all being marked out as notable practitioners.
07/11/2022
The fund will support Gurr Johns' established service offering, with Gurr Johns Capital having a specific focus around creating bespoke financial solutions for individuals, galleries, companies and institutions – whether that be for releasing l
06/29/2022
Recording a trust in writing is generally advisable because it provides more clarity as to the terms of the trust.
06/27/2022
This year saw a record number of entries, with the panel of judges only shortlisting those firms they felt to be the most outstanding.