News, Comment & Analysis results for Client Affairs
EXCLUSIVE INTERVIEW: "Silver Spoons Vs Silver Daggers" In Family Governance - Part 2
This is the second half of an interview by Joe Reilly with Matthew Wesley, a former estate attorney
The Fiduciary Debate: Industry Professionals Air Their Views - New Study
New survey findings have fueled debate over whether the fiduciary standard should be extended to
Knowledge Really Is Power As Advisors Fish For The Next Wave Of HNWIs - Research
The client-advisor relationship is evolving from a “tell me where to invest” to a “let's
Personal Relationships Versus Organizational Brand: Which Wins In A "Break-Up" Test?
The balance of power in the client relationship model is shifting to the wealth institution and the
INTERVIEW: New Deal-Making Service Signals Trend Of Industry "Robofication" In M&A
A new product combining technology with M&A consulting services for RIAs was recently launched by
Renouncing US Citizenship Gets A Bit Easier With Passport Victory; Exodus Grows - Lawyers
Breaking up can be hard to do. And as far as the US authorities are concerned, they’ve been
Sit Tight, Says Rothschild On US Stock Market Growth
Investors need not panic about US stock market highs, says Rothschild Wealth Management.
INTERVIEW: ActiFi On The Benefits Of Collecting, Leveraging Client Feedback
Here, ActiFi's Spenser Segal speaks about the firm's client engagement program and how it can help
Obama Backs Tighter Rules On Retirement Advice As Fiduciary Debate Heats Up
Yesterday, President Obama supported tighter standards for brokers and others who advise retirement
INTERVIEW: Charles Lowenhaupt On His "Freedom From Wealth" Concept
This month, family office consultant Joe Reilly interviews Charles Lowenhaupt of Lowenhaupt Global
Comment & Analysis results for Client Affairs
French Law Edges Towards Trusts
Though very cautiously and one step at a time, there is now no doubt that the concept of
The Burden of UK Inheritance Tax – Is It Fair?
Two elderly sisters narrowly lost their battle in the European Court of Human Rights on 12 December
Giving Shares to Charity is More Tax Efficient
With Christmas approaching, many high net worth individuals will be considering donating cash to
Philanthropy Takes Centre Stage in the UK
Wealthy UK investors are increasingly looking to use their money to do good, whether by donating or
Changing Domicile for IHT - Advice for UK Expats
Advisors helping British expats to deal with their inheritance tax planning must consider asking
How Are UK Expats Affected by Recent Pension Changes?
Pension changes made this year by the British Government have done little to help expats, and they
Credit Where Credit’s Due
In the first of a series of articles adapted from his recent book, Global Private Banking and
UK Government Forced to Look Again at Pension Annuities
The UK government is considering scrapping new rules that prevent pensioners being forced to buy an
UK Executive Pensions Provision – What Next
On A-Day, major pensions legislation was implemented in the UK: now pension scheme sponsors, scheme
The UK Taxman and the Banks - Information Confidential ?
As has been recently reported in WealthBriefing, HM Revenue & Customs have enjoyed a startling run
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