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Tax and Jurisdictions

August 16, 2011

Switzerland may have renewed its reputation as a safe haven for investors in the last few years, but rich Asians are increasingly keeping their money in local financial institutions as the Alpine nation’s appeal as an offshore centre diminishes for these investors.

Switzerland may have renewed its reputation as a safe haven for investors in the last few years, but rich Asians are increasingly keeping their money in local financial institutions as the Alpine nation’s appeal as an offshore centre diminishes for these investors.

At a time when wealthy Europeans are pulling offshore accounts from Switzerland, the news that Asians are keeping more of their money at home looks set to further undermine Switzerland as an offshore financial centre.

June 23, 2011

In the days before air travel and telecommunications shrank the planet, members of wealthy families used to live within close range both of each other and the source of their wealth. It was therefore the residence of the patriarch or other key family members that determined the location of the family office. Today, the opposite holds true. 

In the days before air travel and telecommunications shrank the planet, members of wealthy families used to live within close range both of each other and the source of their wealth. It was therefore the residence of the patriarch or other key family members that determined the location of the family office.

June 17, 2011

The family behind Spain’s banking group Banco Santander has denied wrongdoing after being accused of alleged tax fraud by the country’s national court. 

The family behind Spain’s banking group Banco Santander has denied wrongdoing after being accused of alleged tax fraud by the country’s national court. 

According to reports, Santander chairman Emilio Botin and his daughter Ana Patricia Botin are under investigation, along with 11 other family members, for potential unpaid taxes. The Spanish court said that the alleged tax fraud, to the tune of around €120,000, occurred at the Botin family’s deposits at HSBC’s Swiss private bank.

June 1, 2011

Law firm Speechly Bircham is opening new offices in Luxembourg and Zurich, in a move to take advantage of the growing number of family office and ultra-high net worth clients on the Continent.

Law firm Speechly Bircham is opening new offices in Luxembourg and Zurich, in a move to take advantage of the growing number of family office and ultra-high net worth clients on the Continent.

March 24, 2011

Chancellor George Osborne introduced several measures to streamline charitable giving in the latest UK budget. Katie Barker looks at what those measures are and their impact for philanthropy

The latest budget provided many talking points for both personal and business finance, from the cut in corporation tax to the 1p reduction in petrol duty and the introduction of enterprise zones – all intended to stimulate growth. But in the area of charitable giving, UK chancellor George Osborne’s budget took steps to “encourage wealthy people in our society to give more.”

February 22, 2011

Wilmington Trust understands that managing family wealth is a long-term proposition. Many of our client relationships span multiple generations, and we continue to manage assets for descendants of our founding family.

Wilmington Trust
 
Wilmington Trust is a client-focused financial services firm that provides a distinct mix of services to help you manage your finances with ease, grow your assets, plan for the future, and achieve your personal, professional, and business objectives.
With roots dating back to the founding of Wilmington Trust Company by T. Coleman duPont in 1903, Wilmington Trust has been serving members of the duPont family and successful individuals, businesses, and families for generations.

Wealth Advisory Services

February 22, 2011

The associates of The Family Business Consulting Group, Inc understand the unique challenges that a family business faces. We help both the family and the business.

The associates of The Family Business Consulting Group, Inc understand the unique challenges that a family business faces. We help both the family and the business. From Fortune 500 operations to smaller, closely held companies we help family businesses around the world explore solutions to family and business issues, decide on the best course of action, and implement plans that will help the family business succeed for generations.

February 22, 2011

Private Placement Life Insurance (PPLI) is an innovative business unit of Swiss Life with offices in Dubai, Liechtenstein, Luxembourg, Singapore & Switzerland. The company is a leading provider of life insurance for high net worth individuals. The pension & estate planning solutions are distributed in cooperation with renowned private banks, family offices, law firms and asset managers.

Private Placement Life Insurance (PPLI) is an innovative business unit of Swiss Life with offices in Dubai, Liechtenstein, Luxembourg, Singapore & Switzerland.  The company is a leading provider of life insurance for high net worth individuals. The pension & estate planning solutions are distributed in cooperation with renowned private banks, family offices, law firms and asset managers. 

February 22, 2011

Smith & Williamson provides a traditional service where the focus is on developing a relationship of trust and integrity.

Smith & Williamson provides a traditional service where the focus is on developing a relationship of trust and integrity.

Our private client services include investment and private banking facilities as well as tax, trust, pensions and financial planning advice. Because of this broad range of services, we offer a multi-disciplinary approach to financial advice.

We are proud of the high standards we set ourselves.

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