Navigating International Legal Considerations for Advisors Serving Multi-National Families: Part 2Navigating International Legal Considerations for Advisors Serving Multi-National Families: Part 2

As high-net-worth and ultra-high-net-worth (UHNW) families increasingly become “global citizens,” the family offices that support them have had to expand their focus from efficient investment and tax management to now encompass the legal and non-legal aspects of protecting the wealth and reputation of their families across a global set of complex and ever-changing compliance regimes as family members acquire spouses and families, as well as assets, in multiple jurisdictions. Issues such as privacy, security and personnel require as much focus as rate of return and tax rates.  

Along with the first part of this article published earlier this year,¹ the aim of this piece is to provide insight into advising clients and their family offices o...