Mondaq All Regions: Wealth Management
Appleby
From hedge funds to private equity to ILS to family offices—experts in asset management debated the shape of the landscape of this sector on Bermuda in a roundtable.
Ogier
Shares in a British Virgin islands (BVI) company, held personally or via a nominee arrangement, will be effectively frozen on the passing away of the individual shareholders.
Ogier
Ogier's Nicholas Brookes has been part of the team that successfully defended a high-profile and long-running BVI trusts dispute that was fought all the way to the Privy Council.
Ogier
The claim in this matter, Zorin Sachak Khan et al v Gany Holdings et al BVI HCMAP 2014/0018, concerns the appropriation of trust property and it sought various trust-related remedies.
Minden Gross LLP
Part 1 of this Series reviewed what the 21-year deemed disposition rules are and introduced three approaches to planning that appear to be most commonly used to manage the effects of the 21-year deemed disposition rules:
Walkers
When Somerset Maugham described the French Riviera as a "sunny place for shady people", he could just as well been referring to public opinion of the offshore world after the release of the Panama
Ogier
For businesses that have decided that they want to take the strategic decision to enter the digital age and conduct an initial coin offering (ICO),
Elias Neocleous & Co LLC
Recent developments have underlined the need for businesses to have real substance in order to operate and benefit from tax residence in Cyprus.
Expertise Advisor Abogados
Mapear el estado del sistema familiar
GuernseyFinance
Guernsey's private wealth sector is moving towards dealing with larger, more complex clients where the real breadth and depth of experience on the island can add value, according to island practitioners.
Walkers
On 20 June 2018 the Guernsey Court of Appeal handed down its eagerly anticipated judgment in M v St Anne's Trustees Limited
Jersey Finance Limited
Jersey Finance is proud to launch its latest private wealth thought-leadership report, Flourishing Futures: Making Succession a Success
Appleby
How can clients be better advised when looking to ensure they are Sharia' compliant
Appleby
Jersey has developed an excellent international reputation for being a well-regulated and stable international finance centre.
Ogier
Cross-border estates are often complex, requiring clarity and care to ensure that the wishes of the testator (the person making a will) are carried out after death.
Ogier
Luxembourg private limited liability companies (Sarls) need to consider what changes should be made to their articles of association following the modernisation of the Luxembourg law ...
KPMG Luxembourg
Pressures on asset management companies are higher than ever, with digital swiftness and new regulations defining the environment.
STA Law Firm
Established in the warm cerulean waters of the Indian Ocean safely outside the cyclone belt, Seychelles is a standout amongst the perfect environment.
Holland & Knight
A recent New York County Surrogate's Court case, Matter of the Estate of Durcan, highlights the importance of properly completing beneficiary designation forms for retirement accounts, even when one has already completed them at a prior custodian.
Sheppard Mullin Richter & Hampton
As a battle rages on in Nanterre, west of Paris, over the estate of Johnny Hallyday, who is best known as the "French Elvis", and spills out across the pages of the tabloid press in France,
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HHG Legal Group
Circumstances surrounding the entry into pre-nuptial agreements are considered when assessing their validity.
Stacks Law Firm
Creditor sues for money received by bankrupt from his late mother's superannuation fund.
Gilchrist Connell
ASIC enforced best interests and appropriate advice duty laws pursuant to FoFA obligations under the Corporations Act.
Matson Driscoll & Damico
In my previous article, I discussed the critical need for business owners to have their business valued by a professional appraiser.
Blaney McMurtry LLP
Business aviation plays a major role in the Canadian economy. In September, 2017, according to the Canadian Business Aviation Association...
Stacks Law Firm
You might want to help your children or grandchildren now, rather than leaving them your assets later, in your will.
O'Sullivan Estate Lawyers LLP
As we look forward in our crystal ball to looming issues on the horizon for 2018 and onwards, one that certainly comes to the fore is the regulation of those who provide financial advice and financial planning services, ...
Field LLP
Perhaps encouraged by the recent decision in Marasse Estate, we have another recent case from the Alberta Court of Queen's Bench addressing an estate's ability to claim spousal support...
WeirFoulds LLP
The multimillion-dollar question—why are municipalities experiencing shortfalls in money for infrastructure? Are the shortfalls the sign of a dearth of infrastructure funds ...
Field LLP
The controversy surrounding his death continues to garner media attention to this day and is perhaps best left to be explored in that forum.
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