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Showing 31 - 36 of 36 results for "Intergenerational wealth"

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... attractions of partnerships with businesses that have been offering services such as estate planning and intergenerational wealth transfer over many decades," he said. Rimmer has 20 years' experience in superannuation, financial planning and insurance ...

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... trusts are once again proving popular thanks to their ability to offer benefits in wealth accumulation and intergenerational wealth transfer, despite the uncertainty around its tax rules. "It is true there has been a hardening of attitude by the Tax ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... evident. "In the short term, we see a great opportunity to enhance this business by concentrating on the intergenerational wealth transfer market among existing client family clusters," he said. The Trust Company reported operating net profit after tax ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
... will provide integrated family office services to Australian individuals and families seeking to manage intergenerational wealth," said the firm. Partnering with local firms, Lowenhaupt Global Advisors Australia will provide independent advice on wealth ...

Philanthropy gets a boost at GSJBW

RUTH LIEW  |  TUESDAY, 22 JAN 2008
... an overall wealth management strategy that integrates their financial planning, estate planning, and intergenerational wealth transfer objectives. The firm also has a charitable endowment fund designed to help investors establish an endowment for charitable ...

Sharp reduction in inheritance wealth despite rise in per capita income: AMP

... research - released by AMP - has revealed. Although the next two decades will see nearly $70 billion of intergenerational wealth changing hands, changing lifestyles and attitudes of older people, coupled with a diminishing bequest ethic, meant many baby ...
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