Sentences with phrase «assets of wealthy families»

But under that umbrella, we provide a wide range of services evolved over 30 - plus years managing the assets of wealthy families:

Not exact matches

In terms of tax planning, TIPRA may make it attractive for wealthier families to give appreciated assets to college - age children who don't work and are in either of the lowest two tax brackets.

«The more wealthy individuals and families have their wealth outside of Argentina as a way of protecting those assets.

Until the 1970s, the investment landscape was largely dominated by wealthy individuals and families; this has since changed markedly, with professional investors now accounting for the largest share of investment activity, though it should be noted that these professionals manage significant mutual fund asset pools that are driven by retail investors.

1) Interviews with over 30 single family office and multi-family office executives globally, several of whom each directly manage over $ 1 billion in assets for exceptionally wealthy families.

With $ 3 billion assets under advisement, we have provided protection, savings, and peace of mind to wealthy individuals and families for over 20 years.

Private funds have proved popular with wealthy families, investment club members and other partners looking to invest in a range of asset classes on a collective basis.

Although not wealthy in terms of material goods, the Cassie and Be Be have the most important asset: a family who loves them.

One is that savings ought not to reduce eligibility for college aid, at least not for professional and working - class families with accumulated assets of less than $ 1 million (the very wealthy may be another matter).

Although this tax is only imposed upon the wealthiest estates (exceeding $ 5.49 million single / $ 11.8 million married), it can have the affect of forcing family businesses and other asset heavy ventures to liquidate.

In fact, these wealthy families and elite institutions have been part of an investing revolution based upon asset allocation for years.

Although wealthier families carry eight times more in savings and checking than the average family — $ 84,000 vs. $ 10,300 — that's just roughly 14 % of their total assets in cash, while for the ordinary young family that figure is around 20 %

Although that share of retirement savings is smaller for wealthier millennial families (26 % of their financial assets, versus 38 % for the average older millennial family), they have saved far more.

Private client lawyers advise wealthy families, individuals, trustees and fiduciaries on all aspects of estate planning, including asset management, tax planning, wills and trusts, charitable contributions and various types of estate litigation.

«It's increasingly common for wealthy families to have family members and assets in multiple jurisdictions, so it's important to have — at the very least — an awareness of other countries» laws and a sensitivity to other cultures.»

As reported in a recent article in the U.K. newspaper known as The Guardian, a separated wealthy British couple have already spent over # 2 million (about CDN $ 3.5 million) slugging it out both in and out of court, all to fight over their # 6.6 m in family assets (about CDN$ 11.5 million).

We administer and oversee over USD 10 Billion of financial and non-financial assets on behalf of wealthy families and entrepreneurs around the world.

Family lawyers for Yasmin Prest, the ex wife of oil tycoon Michael Prest are contesting the decision given by the CoA on the 26 October, which ruled that companies owned by Mr Prest would not be made to hand over assets totaling # 17.5 m to his ex-wife, in a judgment which was criticised by critics saying that it would enable wealthy spouses to protect their assets in divorce proceedings.