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trusted adviser

July 17, 2018

Much has been written about succession and transition in family enterprise—and much more has been written about the role of the next generation in the company, the family, and in governance. Entire courses and plans for next gen development and education have been created. But what about the next generation of advisers? 

Much has been written about succession and transition in family enterprise—and much more has been written about the role of the next generation in the company, the family, and in governance. Entire courses and plans for next gen development and education have been created.

June 15, 2017

In the first of a two part commentary, global advisory firm Maitland Group, explains what the Common Reporting Standard means for protectors of family trusts.

In the first of a two part commentary, global advisory firm Maitland Group, explains what the Common Reporting Standard means for protectors of family trusts.

Being the protector of a family trust can seem a pretty thankless task. The role comes with a swathe of duties and obligations, albeit laudable, and will often be unremunerated. What’s more, protectors will frequently incur personal expense and inconvenience arising from their office.

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