June 21, 2021 Creating the Big Bang in Trusts Traditionally, the trust is perceived as the sole province of wealthy people and perceived as costly and complex. This is not always the case read more
June 18, 2021 Making Estate Planning Part of Your Financial Goals For 2021 As a wealth manager who has helped clients and their families manage and plan their personal and family finances, I would highlight estate or read more
June 18, 2021 Working with Protector and Family to Protect Vulnerable Beneficiary from Financial Abuse What should a trust officer do when the settlor who is also the named discretionary beneficiary called to request for an ad- hoc lump read more
June 18, 2021 Liquidity Planning and Trust Structure for High-Net-Worth Individuals As high-net-worth individuals (HNWIs) transition through their wealth cycle, they inevitably face numerous challenges relating to the creation, accumulation and preservation of their family read more
May 19, 2021 Covid-19 Pandemic Sparks Shift in Mindset about Mortality The Covid-19 pandemic has prompted a tangible shift in mindset about mortality. Prior to the pandemic, people tended not to contemplate death and the read more