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trusts

August 6, 2009

Conventional finance and thinking has been the norm for the last century, in tandem with the Anglo-American dominance of the world economy. An era of re-balancing is underway and one of the beneficiaries could be Sharia-compliant vehicles.

Conventional finance and thinking has been the norm for the last century, in tandem with the Anglo-American dominance of the world economy. However, it is now clear that an era of re-balancing is underway and one of the beneficiaries could be Sharia-compliant vehicles.

Ogier Private Wealth launches to cater for families

October 7, 2008

Ogier, a provider of offshore legal and fiduciary services, is launching a new personalised wealth planning service to ultra high net worth individuals and family businesses.

Branded Ogier Private Wealth, it will provide a wide range of tailored solutions including the establishment and on-going administration of trusts and private trust companies, the creation and administration of employer-funded structures, real estate advice and the formation and administration of investment funds - particularly in the area of private funds.

Dynasty Trusts: keeping the family business in perpetuity

May 1, 2006

Charles Lowenhaupt explains how US families can use ‘dynasty trusts’ to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries’ lifetime

Charles A Lowenhaupt is chairman and CEO of Lowenhaupt Global Advisors, a North American family office. Charles will be speaking at Campden Conferences' European Family Office Conference in London.

Charles Lowenhaupt explains how US families can use 'dynasty trusts' to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries' lifetime

Using trusts as protection

March 1, 2006

For many family members, ensuring the family’s control of their business is kept intact for future generations is crucial and yet an astonishing number of families lose control of the family business in the third or subsequent generations. Cecilia Ward looks at the options

Cecilia Ward is an associate at Penningtons Solicitors LLP. www.penningtons.co.uk

For many family members, ensuring the family's control of their business is kept intact for future generations is crucial and yet an astonishing number of families lose control of the family business in the third or subsequent generations. Cecilia Ward looks at the options

Pensions and family trusts

November 1, 2004

Britain’s former primer minister John Major wanted wealth to “cascade down the generations” through pension reforms. Now New Labour is tinkering with future of family wealth. Is your family trust fund safe? Matt Pitcher explains

Matt Pitcher is a financial consultant at Towry Law.
mpitcher@towrylaw.com

Britain's former primer minister John Major wanted wealth to "cascade down the generations" through pension reforms. Now New Labour is tinkering with future of family wealth. Is your family trust fund safe? Matt Pitcher explains

The UK's recent proposed changes to pensions are the widest ranging since the introduction of personal pensions in the 1980s. What many people haven't grasped is how the changes will affect them, their companies and their staff.

Wealth protection using discretionary trusts

November 1, 2004

Setting up a discretionary trust can help reduce an inheritance tax bill. But, as Iris Wuenschmann-Lyall explains, retiring family businesses owners can also retain a good measure of control over their enterprise

Iris Wuenschmann-Lyall is a consultant with Toby Harris Tax Consultancy.

Why trusts still make sense

July 1, 2004

A trust can be used to plan the future of a family business, create tax efficiencies and safeguard family wealth. Are they just a domain for the very rich? Not necessarily, says Iris Wuenschmann-Lyall

Iris Wuenschmann-Lyall TEP is a consultant at Toby Harris Tax Consultancy.

Beneficiaries of family trusts

September 1, 2002

Family trusts, set up to take care of the welfare of family members, are often a source of confusion for beneficiaries. Education about the specific details of trusts is as important as legal structures and will ensure the long-term success of the family business

Patricia M Angus is a lawyer and consultant to high net worth families on governance and philanthropic planning. She is Counsel to Day, Berry & Howard in New York.