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Showing 61 - 63 of 63 results for "intergenerational wealth transfer"

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... 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 Office to many ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... 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 of $11.7 million ...

Philanthropy gets a boost at GSJBW

RUTH LIEW  |  TUESDAY, 22 JAN 2008
... 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 ...
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