As High Net Worth Individuals (HNWIs) navigate the complexities of global finance, a new era of financial transparency has dawned, ostensibly to combat crime but with far-reaching implications for privacy and strategies for asset protection. In the latest episode of our podcast, we explored the underlying motives of FATCA, CRS, and beneficial owner registers, and […]

In a global landscape where change is the only constant, the savvy High Net Worth Individual (HNWI) knows that asset protection is not a one-time setup but a continuous strategy for wealth preservation techniques. In this post, we dive into the critical strategy of keeping your wealth mobile and secure through backup structures. The Essence […]

When it comes to setting up trusts and foundations, the initial setup is just the tip of the iceberg. As a seasoned professional, my two decades of experience have shown me the critical importance of understanding the ongoing costs, commitments, and compliance obligations these structures entail. Why Multigenerational Trusts and Foundations Aren’t for Everyone We’re […]

In the increasingly interconnected world of high-net-worth individuals (HNWIs) and family offices, the complexities of multinational transactions demand not just expertise, but integrated advice. The stakes in these transactions are high, and the need for comprehensive, nuanced guidance in multinational financial planning is paramount. The Multifaceted Challenge of Multinational Transactions HNWIs and family offices often […]

Welcome to our latest exploration of the complex world of U.S. real estate investments for foreign High Net Worth Individuals (HNWIs). As a seasoned international tax advisor, I am here to guide you through the nuances of structuring these investments to optimize your tax benefits and avoid potential pitfalls. The Attraction of U.S. Real Estate […]

Estate planning is an important aspect of financial planning, yet many high-net-worth individuals procrastinate with it. There are several reasons why this might be the case, including a lack of understanding of the benefits of estate planning, a belief that estate planning is only for the wealthy, and a lack of time or interest in […]