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Tax and Jurisdictions

March 1, 2007

Tax, estate planning and inheritance issues are now important strings to a private bank’s bow. Maria Scott reports on exactly what large, multinational private banks are offering, and whether they are catering for the precise needs of today’s HNWIs

Tax, estate planning and inheritance issues are now important strings to a private bank's bow. Maria Scott reports on exactly what large, multinational private banks are offering, and whether they are catering for the precise needs of today's HNWIs.

Maria Scott is a freelance journalist based in New Zealand.

March 1, 2007

Families in Business chaired a roundtable discussion at Campden’s Family Wealth Management Conference to discuss recent trends and developments in trust laws, and the effect on both family offices and families of wealth

There have been a number of changes to trust laws recently, in particular to inheritance tax in the UK. How important are these and what impact have they had?

November 1, 2006

Controversy and conflict among members of family businesses usually arise as a result of misunderstanding rather then any sense of malice. Laura Bachle looks at the benefits of using mediation for estate planning and conflict prevention. Take note, JR

Laura Bachle has been a planner and dispute resolver for over 15 years and runs her own business, Confluence Consulting. (Reprinted with permission from ADR Report, Volume 5, Number 6, pages 11-14. Copyright by Picke and Fisher.)

Controversy and conflict among members of family businesses usually arise as a result of misunderstanding rather then any sense of malice. Laura Bachle looks at the benefits of using mediation for estate planning and conflict prevention. Take note, JR

September 1, 2006

At 72 years of age, Nils Larson thought it was too soon to begin the transition of his family’s publishing house to the fourth generation.

At 72 years of age, Nils Larson thought it was too soon to begin the transition of his family's publishing house to the fourth generation. He believed no-one in the business was qualified to take over his duties as publisher and CEO. Despite the urgings of family members on the company's board, Mr Larson took solace in the fact that his good friend and general practice attorney, Fred Wertheimer, was not pressing him to act.

July 1, 2006

European family businesses are less unionised than their non-family counterparts. This is not a good strategy for family businesses in a competitive landscape, says Trygve Gulbrandsen, who finds Scandinavia a model for change in the field

Trygve Gulbrandsen is senior researcher at Institute for Social Research in Oslo, Norway, and professor of sociology at Department of Sociology and Human Geography at the University of Oslo.

European family businesses are less unionised than their non-family counterparts. This is not a good strategy for family businesses in a competitive landscape, says Trygve Gulbrandsen, who finds Scandinavia a model for change in the field

May 1, 2006

Charles Lowenhaupt explains how US families can use ‘dynasty trusts’ to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries’ lifetime

Charles A Lowenhaupt is chairman and CEO of Lowenhaupt Global Advisors, a North American family office. Charles will be speaking at Campden Conferences' European Family Office Conference in London.

Charles Lowenhaupt explains how US families can use 'dynasty trusts' to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries' lifetime

March 1, 2006

If you want to consult the manager of your Swiss bank account in the future where would you go? Zurich, Geneva or Bern? The answer, increasingly, is Singapore, says Bob Reynolds, and the Swiss banking fraternity has been put under considerable pressure to compete

Bob Reynolds is consultant editor of Offshore Red.

If you want to consult the manager of your Swiss bank account in the future where would you go? Zurich, Geneva or Bern? The answer, increasingly, is Singapore, says Bob Reynolds, and the Swiss banking fraternity has been put under considerable pressure to compete

March 1, 2006

For many family members, ensuring the family’s control of their business is kept intact for future generations is crucial and yet an astonishing number of families lose control of the family business in the third or subsequent generations. Cecilia Ward looks at the options

Cecilia Ward is an associate at Penningtons Solicitors LLP. www.penningtons.co.uk

For many family members, ensuring the family's control of their business is kept intact for future generations is crucial and yet an astonishing number of families lose control of the family business in the third or subsequent generations. Cecilia Ward looks at the options

May 1, 2005

Changes to the structure and diversity of trusts offered by offshore financial services centres aim to close loopholes and protect the client. Bob Reynolds looks at how this has prompted other jurisdictions to tighten policy, improve services and boost uptake

Changes to the structure and diversity of trusts offered by offshore financial services centres aim to close loopholes and protect the client. Bob Reynolds looks at how this  has prompted other jurisdictions to tighten policy, improve services and boost uptake

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