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wealth protection

December 17, 2019

We are all familiar with the platitudes about trusts: great things if used right, offering potential solutions to asset protection, probate, tax and family issues. The concept of moving the legal ownership of an asset to an unrelated party while still retaining the benefit of it is useful in many contexts.

We are all familiar with the platitudes about trusts: great things if used right, offering potential solutions to asset protection, probate, tax and family issues. The concept of moving the legal ownership of an asset to an unrelated party while still retaining the benefit of it is useful in many contexts.

July 19, 2013

The world’s wealthy intend to take on more risk this year as they try to regain money lost during the global financial crisis, new research reveals.

The world’s wealthy intend to take on more risk this year as they try to regain money lost during the global financial crisis, new research reveals.

In a survey completed by the Institute for Private Investors, an educational and networking service for ultra-high net worth individuals, 63% of respondents said they planned to increase their allocation to global equities in 2013 and 53% plan to increase their positions in domestic equities.

March 8, 2010

Attempting to influence decision makers and managing the wealth of rich families are not such strange bedfellows. Both activities carry more than a whiff of intrigue, place great value on discretion and leverage long-established connections to achieve their objectives

Attempting to influence decision makers and managing the wealth of rich families are not such strange bedfellows. Both activities carry more than a whiff of intrigue, place great value on discretion and leverage long-established connections to achieve their objectives, writes Paul Golden.

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