Mondaq USA: Wealth Management
GuernseyFinance
The streamlined application process also allows a new insurer to be established in a single business day.
GuernseyFinance
In a further positive for the island's funds sector, it was recently announced that the total value of private equity business in Guernsey had surpassed £100 billion for the first time.
GuernseyFinance
Conduct of business frameworks apply across Guernsey's industry however regulation is implemented proportionally to the size, nature and complexity of business.
GuernseyFinance
Originally designed for use in the captive insurance sector, the protected cell company has established itself as a go-to-solution for a wide range of fund structuring in the 20 years since...
GuernseyFinance
What does the future hold for the raising of funds in Europe? Wayne Atkinson of Collas Crill, on behalf of the Guernsey Investment Fund Association, takes a closer look.
GuernseyFinance
Guernsey-based fund services provider Vistra Fund Services has again celebrated success at the HFM Week European Hedge Fund Awards.
GuernseyFinance
Deal sizes are returning to their pre-2008 levels owing to the ‘dry powder' accumulated by private equity firms.
GuernseyFinance
The funds industry must ensure it is not subsumed by the evolution of the base erosion and profit shifting (BEPS) initiative.
GuernseyFinance
Mr Betley spoke at the conference on the practical issues surrounding moving trusts onshore and offshore.
GuernseyFinance
The quantitative easing measures of the last nine years, in the US, UK and Europe, have grossly inflated asset prices and financed disruptive technologies...
Grant Thornton LLP
Do your partners (or co-owners) want to defer into retirement plans more than $60,000 annually – the current limit for contributions to plans such as 401(k) and profit sharing plans?
Masuda, Funai, Eifert & Mitchell, Ltd.
In our Risk Management Update of December 23, 2015, we discussed an Illinois case that had to decide when a successor entity purchasing the assets of its predecessor became liable...
Proskauer Rose LLP
Wealth Management Update - June 2017 - Newsletter
Ward & Smith
Is the federal estate tax law going to change or be abolished under the Trump administration? Time will tell. One thing is certain: tax laws may change but the litigious nature of our society...
Womble Carlyle
With the election of President Trump, the academic and main stream press has recirculated articles about the wealth of President Trump and his advisors.
Womble Carlyle
In our Inaugural Wealth Management newsletter, we made predictions on issues we thought the Trump administration would tackle in the first 100 days.
Ward & Smith
Despite recent trends toward consolidation in the agricultural industry, farming generally remains a family affair.
Ostrow Reisin Berk & Abrams
Diversification is a critical concept when assembling a risk-conscious investment portfolio.
DiGabriele, McNulty, Campanella & Co., LLC
When a business owner begins the succession planning process or finds another need to conduct a valuation they are often surprised to learn there is more than one to determine a company's value.
DiGabriele, McNulty, Campanella & Co., LLC
During litigation cases, there are often situations where an attorney needs to work with a forensic accountant or other financial expert to determine the value of several types of assets.
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GuernseyFinance
Originally designed for use in the captive insurance sector, the protected cell company has established itself as a go-to-solution for a wide range of fund structuring in the 20 years since...
Ruchelman PLLC
Change driven by development of intellectual property ("I.P.") is now a constant. Whether the I.P. user is a tax adviser accessing a digital library, an auto mechanic interfacing with an engine...
Vedder, Price P.C.
On May 17, 2017, the SEC's OCIE issued a Risk Alert to highlight the importance of conducting penetration tests and vulnerability scans on critical systems and implementing system upgrades...
Womble Carlyle
Transferring wealth to a spouse who isn't a U.S. citizen can create complex gift, estate and generation-skipping transfer tax challenges.
Proskauer Rose LLP
Wealth Management Update - June 2017 - Newsletter
Ward & Smith
Is the federal estate tax law going to change or be abolished under the Trump administration? Time will tell. One thing is certain: tax laws may change but the litigious nature of our society...
Womble Carlyle
With the election of President Trump, the academic and main stream press has recirculated articles about the wealth of President Trump and his advisors.
GuernseyFinance
In a further positive for the island's funds sector, it was recently announced that the total value of private equity business in Guernsey had surpassed £100 billion for the first time.
Masuda, Funai, Eifert & Mitchell, Ltd.
In our Risk Management Update of December 23, 2015, we discussed an Illinois case that had to decide when a successor entity purchasing the assets of its predecessor became liable...
Bowditch & Dewey
Governor Charlie Baker recently announced the launch of a state sponsored Achieving a Better Life Experience (ABLE) account program that has been long awaited by disabled individuals and heir families.
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