News, Comment & Analysis results for Trusts and Estates

Trust Estate
17 August 2023

The Best of 2023 So Far: Challenges For Multi-Generational Families Over Succession 

The US TV drama, Succession, put the issues of family business transfer and inheritance into the...

Trust Estate
26 September 2022

Deutsche Bank Highlights APAC Business's Next-Gen Transfer Challenges

One of the top figures at Deutsche Bank has talked about how only a minority of APAC firms have a...

Trust Estate
26 August 2022

Offshore Trusts And The Drive Towards Transparency

Most trusts are used for legitimate purposes. Those that are not will find it increasingly...

Trust Estate
7 April 2022

Hong Kong Court’s Ruling Reaffirms Principles Of Common Intention Constructive Trusts

A recent ruling by a Hong Kong court has important implications for what are called common...

Trust Estate
25 November 2021

Families Are Becoming More Complex, But Laws Haven't Kept Pace - STEP

The world is becoming more complicated in certain ways, and that includes families and living...

Trust Estate
5 July 2021

VISTAS, PTCS and SPACs - What's In Singapore Advisors' Toolkits?

Wealth management is no stranger to an eye-watering number of acronymn entities that relate to...

Trust Estate
14 May 2021

DBS Private Bank Unveils Digital Assets Trusts Offering

The offering is yet a further example of how the world of digital assets has gone increasingly...

Trust Estate
17 November 2020

Plan With Substance: Private Placement Life Insurance

Private placement life insurance has its place in wealth manager's armoury. However, how can it...

Trust Estate
11 November 2020

How Data Derails Digital Change In Trusts

Trust administrators face increasing pressure to use new digital technologies to support clients....

Trust Estate
1 September 2020

The "Flee Clause" And Trusts - How To Adjust When Trouble Strikes

The advent of global economic and regional political uncertainty has unsurprisingly brought about...

Comment & Analysis results for Trusts and Estates

Trust Estate
7 April 2022

Hong Kong Court’s Ruling Reaffirms Principles Of Common Intention Constructive Trusts

A recent ruling by a Hong Kong court has important implications for what are called common...

Trust Estate
5 July 2021

VISTAS, PTCS and SPACs - What's In Singapore Advisors' Toolkits?

Wealth management is no stranger to an eye-watering number of acronymn entities that relate to...

Trust Estate
11 September 2019

WEALTH TALK: Focus On Communicating With NextGen Inheritors

The latest discussion of wealth industry topics. ...

Trust Estate
12 August 2019

Inheritance Mostly Overrated As A Source Of Wealth

Is inheritance given too much credit as a source of wealth and therefore do policymakers and...

Trust Estate
23 July 2019

The Importance of Planning in Wealth Succession - The View From Asia

Business and wealth transfer and succession issues are a big deal in Asia and this article provides...

Trust Estate
22 November 2018

Do Trusts Have A Future After CRS?

The author of this article ponders whether the trusts sector is going to fully survive the advent...

Trust Estate
2 November 2018

BOOK REVIEW: Freedom From Wealth By Charles Lowenhaupt

The founder of a wealth advisory business has written a book explaining how those who bestow and...

Trust Estate
22 August 2012

INTERVIEW: Estate Planning In The Bahamas With BEE

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Trust Estate
8 August 2012

Interview: How One Silicon Valley Firm Tackles The Delicate Issue Of Wealth Transfer

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Trust Estate
8 August 2012

Interview: How One Silicon Valley Firm Tackles The Delicate Issue Of Wealth Transfer

The $5 million gift tax exemption has really pushed the wealth transfer issue to the forefront of...