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Tax and Jurisdictions

June 26, 2008

Featured in the Wall Street Journal, Reuters and Estates and Trusts, get your copy of this groundbreaking report and find out how to better protect your family's fortune.

Succession plans of UHNW family businesses are "gathering dust," a new study has found that points to a need for greater awareness and action plans for family business elites.

June 12, 2008

Nearly four out of five affluent family business owners want to keep control of the business within the family but very few have the structure in place to achieve this, a new study from US Trust, Bank of America Private Wealth Management and Campden Research has found.

Nearly four out of five affluent family business owners want to keep control of the business within the family but very few have the structure in place to achieve this, a new study from US Trust, Bank of America Private Wealth Management and Campden Research has found.

The research, conducted by renowned wealth consultant Russ Alan Prince, found that 78.1% of ultra high net worth family business owners wished to keep their businesses in the family but that very few of them were utilising succession plans that would ensure this outcome.

May 15, 2008

A Florida indictment of a former UBS private banker and his alleged associate in Liechtenstein paves the way for US prosecutors to subpoena the Swiss banking giant.

A Florida indictment of a former UBS private banker and his alleged associate in Liechtenstein paves the way for US prosecutors to subpoena the Swiss banking giant. Earlier this week former UBS private banker Bradley Birkenfeld and his alleged associate, Liechtenstein businessman Mario Staggl, were charged with conspiring to defraud the US by helping a US citizen conceal his ownership of offshore assets.

March 1, 2008

The market for offshore yacht and aircraft registration is heating up and stimulating a competitive spirit, says Reg Crowder, bringing nothing but good news for both owners and buyers of luxury yachts and aircraft

The market for offshore yacht and aircraft registration is heating up and stimulating a competitive spirit, says Reg Crowder, bringing nothing but good news for both owners and buyers of luxury yachts and aircraft

Never before have owners and buyers of luxury yachts and aircraft had more choice of places to register their sumptuous transports. Finding the right jurisdiction is ultimately more possible, if not a little more challenging.

March 1, 2008

Offshore financial centres around the world are becoming increasingly popular for wealthy families to invest in. Bob Reynolds highlights some of the more popular offshore centres and how their individual strengths can suit the wealthy business family

Offshore financial centres around the world are becoming increasingly popular for wealthy families to invest in. Bob Reynolds highlights some of the more popular offshore centres and how their individual strengths can suit the wealthy business family

The last decade has seen considerable change in the scope of the services and products offered to wealthy families by offshore financial centres. Competition has intensified between leading jurisdictions and the traditional standard bearers have been obliged to up their game to stay in contention.

March 1, 2008

With families spread across many timezones and cultures, offshore banks are adapting to cater for their complex needs. Rodrigo Amaral explains how some banks offer tailor-made services to suit families and that, despite recent news stories, secrecy is their top priority

With families spread across many timezones and cultures, offshore banks are adapting to cater for their complex needs. Rodrigo Amaral explains how some banks offer tailor-made services to suit families and that, despite recent news stories, secrecy is their top priority

March 1, 2008

In February, the world watched as one of the biggest offshore financial centres was investigated for fraud. Simon Hildrey analyses how this investigation came to happen and what the future holds for wealthy families who want to keep their assets secret and safe

In February, the world watched as one of the biggest offshore financial centres was investigated for fraud. Simon Hildrey analyses how this investigation came to happen and what the future holds for wealthy families who want to keep their assets secret and safe

February 22, 2008

Wealthy families and other ultra high net worth individuals who have invested money into Liechtenstein’s LGT bank may find their assets closely scrutinised as the bank is investigated for fraud by the German government.

Wealthy families and other ultra high net worth individuals who have invested money into Liechtenstein's LGT bank may find their assets closely scrutinised as the bank is investigated for fraud by the German government.

November 3, 2007

When deciding how to divide up your estate it is vital to know where each part of your wealth is going. But how important is it to treat all your heirs fairly? Colleen Lief explains how to distribute your wealth and offers examples of those who have got it wrong

Colleen Lief is a freelance journalist based in the US.

When deciding how to divide up your estate it is vital to know where each part of your wealth is going. But how important is it to treat all your heirs fairly? Colleen Lief explains how to distribute your wealth and offers examples of those who have got it wrong

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