Volume 7, Issue 3

Philanthropy
Michelle Gortan
MICHELLE GORTAN  |  FRIDAY, 23 NOV 2018
Traditionally, wealth advisers use a succession planning framework. This involves working with the founder (or founders) to look downstream to the next generation for an effective "passing of the baton" strategy. Read more
Trust & Corporate Services
Philip De Haan
PHILIP DE HAAN  |  FRIDAY, 18 JAN 2019
Discretionary trusts are often established with tax issues in mind. However, there is more to discretionary trusts than tax. This article discusses the family law issues Read more