News results for Trust Estate
Swiss Lawmakers Widen Inheritance Law Freedoms
Swiss legislators give people more freedom to decide what happens to their estate and who inherits...
DBS Private Bank Unveils Digital Assets Trusts Offering
The offering is yet a further example of how the world of digital assets has gone increasingly...
Swiss Trusts Sector Braces For Regulatory Overhaul
A series of federal acts in the Alpine state have been enacted, and they create a regulatory...
COVID-19, Great Transfer And Bridging Generational Gap
Whilst succession planning has long been on the HNW agenda, never before has so much value been at...
Plan With Substance: Private Placement Life Insurance
Private placement life insurance has its place in wealth manager's armoury. However, how can it...
How Data Derails Digital Change In Trusts
Trust administrators face increasing pressure to use new digital technologies to support clients....
A Tangled Investment Web Causes Inheritance Migraines
Investors look more widely to find yield in a low-rate environment, and that means their assets can...
The "Flee Clause" And Trusts - How To Adjust When Trouble Strikes
The advent of global economic and regional political uncertainty has unsurprisingly brought about...
Wills In The 21st Century - The Significance Of Virtual Witnessing
The UK government now allows wills to be witnessed virtually - clearly a major benefit in an age of...
Estate, Tax Planning In A World Turned Upside Down
For many sensible reasons, now is a good time to consider protecting family wealth through estate...
Comment & Analysis results for Trust Estate
Will The Pandemic Cause More Contested Will And Estate Cases?
The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and...
Should Trustees Be Worried About Global Warming?
What should those who hold and run trusts think about climate change and the consequences that are...
Law Of Unintended Consequences - Inheritance And The Pandemic
Mistakes over estate planning come to light when, as a result of COVID-19, families can be hit with...
New Rules, Swiss Trusts And Beneficial Ownership Under Microscope
This publication was the exclusive media partner at last month's annual STEP conference for the...
WEALTH TALK: Focus On Communicating With NextGen Inheritors
The latest discussion of wealth industry topics. ...
Inheritance Mostly Overrated As A Source Of Wealth
Is inheritance given too much credit as a source of wealth and therefore do policymakers and...
The Importance of Planning in Wealth Succession - The View From Asia
Business and wealth transfer and succession issues are a big deal in Asia and this article provides...
CONFERENCE PREVIEW: Debating Trusts, Technology & Migration In Switzerland
Here is an outline of a conference covering trusts, wealth structuring and related issues to be...
BOOK REVIEW: Freedom From Wealth By Charles Lowenhaupt
The founder of a wealth advisory business has written a book explaining how those who bestow and...
Structuring Solutions: The European, Wider Marketplace - Breakfast Briefing Report
Wealth practitioners from Malta, Switzerland the UK gathered at two breakfast briefings organised...
Award Winners
WealthTalk - Awards Videos
WealthBriefing European Awards Video Interview: Union Bancaire Privée
Duration: 3.68m
WealthTalk - From The Editor’s Desk Videos
Turning Talk Into Action Over Net Zero
Duration: 44.45m
WealthTalk - Expert View Videos
WEALTH TALK: More Greed Than Fear - Staying Disciplined In Frothy Markets
Duration: 11.95m