Sentences with phrase «directing family assets»
L. Directing family assets to family members in a way that minimizes state, local, and federal taxes.
https://www.thinkadvisor.com/ Not exact matches
As a result, Bloomberg News operates under the rule that all billionaire fortunes are inherently family fortunes and credit family fortunes to the founders or ranking family members who are determined to have direct control over the assets.
Kelly Escobedo is Managing Director at Blue Haven Initiative, where she is responsible for overseeing the deployment of capital across the family office's asset classes, from traditional equities and direct investments to real assets, such as real estate.
Vanguard, an asset - managing firm that is famous for its advocacy of passive, has seen inflows of nearly $ 170 billion over the past year, more than all other fund families combined, according to an analysis of Morningstar Direct data.
«This is to prevent people benefiting from tax relief in relation to contributions made into self - directed pension schemes for the purpose of funding purchases of holiday or second homes and other prohibited assets for their or their family's personal use.»
«As much as LaGuardia and JFK International are tremendous economic assets to Queens and to the region, with them has come the need to mitigate the direct, daily impacts of growth upon the thousands of families immediately surrounding them.
Using selective home visits as a means of establishing direct communication, building trust, inviting and mapping the assets and strengths that exist in the school community are all opportunities to listen to families» opinions about the school and their children's education.
In this way, your family may allocate only the assets that are in direct relationship to your vacationing desires.
ICICI Prudential Life today received an order from IRDAI directing it to take over the assets and policyholder liabilities of Sahara Life Insurance effective July 31 «We are pleased to welcome the new customers to the ICICI Prudential Life family.
In fact, real estate is, by far, the most popular investment in self - directed retirement plans, and single - family homes are the top real estate assets.
«In real estate, which many family offices access through direct investment or investment in private funds, there is not the kind of liquidity one might wish to have when you feel forced to invest in overpriced assets,» he adds.
Although direct investment in real estate by family offices declined by 0.7 percent from 2016 to 2017, the asset class remains the third largest in the average family office portfolio around the world, the UBS - Campden Research report says.