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Tax and Jurisdictions

The wealth of families is usually invested in various asset classes including listed securities, real estate, hobby assets – not least the family business itself. How does the current leader pass on this wealth to the next generation, avoiding potential detriment to both business and family? Eduardo Schindler uses a case study to illustrate the dilemma

There are all manner of financial instruments in full-service jurisdictions offering business families strategic avenues towards managing their wealth. So what makes Jersey so special? asks Bob Reynolds

A trust can be used to plan the future of a family business, create tax efficiencies and safeguard family wealth. Are they just a domain for the very rich? Not necessarily, says Iris Wuenschmann-Lyall

As the European savings directive alters wealth management strategy in family offices, canny Swiss banks are introducing new products to keep a firm grip on their money, says Bob Reynolds

Given the extent of tax changes proposed under the UK’s latest budget, how can high net worth individuals at the helm of family businesses best manage their wealth in a changing tax landscape?