Taxation & Estate Planning Articles

Showing 21 to 25 of 25 articles:
PAUL HENNESSY  |  WEDNESDAY, 21 MAY 2014
In an integrated world economy, traditional investment approaches that define geographic mandates based on a company's country of domicile are becoming less relevant. Most large- and mid-sized companies have some combination of customers, suppliers ... Read more
BERT BARDOEL  |  TUESDAY, 5 NOV 2013
What decisions need to be made to hand over an economically healthy company that is equipped for the future? How should the course be set so that the next generation will be able to continue running your company and maintain its competitiveness in the ... Read more
PAUL LUCAS  |  MONDAY, 15 OCT 2012
All too often the skills and values that created wealth in the first place don't make it through generations. Paul Lucas looks at how to assist the next generation in becoming stewards of the family legacy. Read more
LINDA BEERMAN  |  MONDAY, 15 OCT 2012
Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it is. For some, it is an opportunity to groom the family's ... Read more
DAVID BOKMAN  |  FRIDAY, 18 MAY 2012
While many talented wealth management professionals spend an extraordinary amount of time and effort designing elegant, tax-efficient estate plans, they often fail to assist clients with the sensitive task of discussing the plans with the clients' families. ... Read more
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