How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Financial advisors have the ear of their wealthiest clients when it comes to making investment decisions, more so than family members or family office executives, according to a new stud...
(Bloomberg) -- U.K. Prime Minister David Cameron had a stake in an offshore fund set up by his late father, Ian, until six years ago, he said, answering for the first time the question of whether he ever benefited from the investment...
(Bloomberg) -- The fund linked to U.K. Prime Minister David Cameron’s father in the leaked Panama documents may be sparking questions about tax avoidance, though whoever invested in it didn’t fare so well...
Almost 100 countries have agreed to impose new disclosure requirements for bank accounts, trusts and some other investments held by international customers
(Bloomberg) -- Buying a secondhand $7,000 ruby necklace on the Internet sounds risky. But a startup has found a way to successfully sell previously owned luxury gems online...
Irrevocable trusts shouldn’t be left to languish as the years go by. In this issue, we’ll show you why and how an old or out-of-date irrevocable trust can be modified to benefit you, your clients, their spouses, or other beneficiaries. And, of...