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August 17, 2021

Charitable giving is increasingly becoming a keystone in ultra-high net worth family estate planning.  Therefore, in considering how to unwind an estate plan on divorce, thought must be given to how to disentangle the family’s charitable activities.

Charitable giving is increasingly becoming a keystone in ultra-high net worth family estate planning.  Therefore, in considering how to unwind an estate plan on divorce, thought must be given to how to disentangle the family’s charitable activities.

How a philanthropic programme can be bisected such that each party can pursue their own independent path depends significantly on the form of that programme; at its most complex it involves a close investigation of UK charity and trust law to determine the best way to separate the two individuals.

June 20, 2013

An heir of the Astor fortune could be set to swap his Upper East Side apartment for a prison cell today, having exhausted almost all appeals for his conviction of siphoning millions of dollars from his mother, Brooke Astor.

An heir of the Astor fortune could be set to swap his Upper East Side apartment for a prison cell today, having exhausted almost all appeals for his conviction of siphoning millions of dollars from his mother, Brooke Astor.

Anthony Marshall, 89, was convicted in 2009, for elderly abuse. The lawsuit, filed by his son Philip in 2006, alleged Marshall allowed his mother – suffering from Alzheimer’s Disease – to live in squalor, while he enriched himself with income from her estate.

His lawyers are still fighting for a last minute reprieve.

November 2, 2007

Family business leaders across the globe are increasingly incorporating ethical wills into their estate plans to communicate their values, hopes, and dreams to future generations. Suzanna de Baca finds out how they can help your estate planning process

Suzanna de Baca is president of Private Capital Solutions Group.

Family business leaders across the globe are increasingly incorporating ethical wills into their estate plans to communicate their values, hopes, and dreams to future generations. Suzanna de Baca finds out how they can help your estate planning process

January 1, 2006

Scott McCulloch is editor of Families in Business.

If your family failed to discuss hedge funds over turkey and cranberry sauce this Christmas then yours, say 'financial therapists', was a missed opportunity. Some families would rather engage in collective root canal treatment than discuss money. If the army of family business consultants are to be believed, that could be changing. Money, they say, is the last taboo.
 

November 1, 2004

The wealth of families is usually invested in various asset classes including listed securities, real estate, hobby assets – not least the family business itself. How does the current leader pass on this wealth to the next generation, avoiding potential detriment to both business and family? Eduardo Schindler uses a case study to illustrate the dilemma

Eduardo Schindler is founder and CEO of 2thePoint in Zurich.

The wealth of families is usually invested in various asset classes including listed securities, real estate, hobby assets – not least the family business itself. How does the current leader pass on this wealth to the next generation, avoiding potential detriment to both business and family? Eduardo Schindler uses a case study to illustrate the dilemma

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