She specializes in particular in providing succession and governance advice to individuals and families with significant private company interests and
other legacy assets intended to benefit multiple generations.
The firm grew over its 57 - year history with safe investments
in legacy assets from other oil companies.
Fairview maximizes portfolio value while alleviating administrative burden and provides monitoring and liquidating
of legacy assets.
•
Converted legacy assets for all the affiliates including one company that merged with a company already converted and converted assets for a non-U.S. company.
You can buy a mortgage reit portfolio and get exposure to this asset class, but as with all reits, best to avoid those
with legacy asset issues.
In order to
maximize legacy assets, you must also consider estate and inheritance taxes and probate costs — all of which can greatly erode assets available for a surviving spouse, heirs, and charity.
It's important here to highlight we really can't blame the new CEO / team for these losses: a) they're attributable to
legacy assets acquired before they arrived (e.g. the original $ 30 mio Arcapita loan was a ludicrous over-commitment for a bank of EIIB's size), and b) I suspect a fire - sale of these assets might ultimately have produced similar losses.
It is doubtful that the CDO market will ever come back in the same form for Mortgage REITs, but with so
many legacy assets out there, and the opportunity for Mortgage REITs to repurchase their own high yielding CDO debt, understanding CDOs, FAS 159 and mark to market accounting is a critical foundation for conducting accurate research and due diligence on Mortgage REITs.
Well, CalPERS has said it plans to sell
non-residential legacy assets, either individually or as a unit, and re-invest the proceeds in other real estate properties that it says «are more aligned with our current strategy.»
You don't want
the legacy assets or issues that might come with an acquisition.»
TransCanada says the improvement reflected the strong performance of
its legacy assets and contributions from projects that were placed into service over the last 12 months.
However, beginning on April 10, «retirement clients won't be able to add to
legacy assets, or have the benefit of our investment advice about new purchases in their IRA brokerage accounts,» Merrill explained.
One of the main advantages of life insurance benefits is that they are usually paid to named beneficiaries quickly, usually within 60 days of a claim, and do not have to wait to go through probate court with the rest of
your legacy assets.
If the IRA is
a legacy asset, you could turn it into a tax - advantaged legacy by taking distributions currently and using them to purchase a life insurance policy.
It is rather an acknowledgement that Google has come so far, so fast by leveraging some of
its legacy assets.
Using $ 75 billion to $ 100 billion of funds along with capital from private investors, the PPIP was originally expected to generate between $ 500 billion and $ 1 trillion to purchase
these legacy assets, though the program has since been scaled back.
It also found that only about 20 percent of the respondents felt that it was extremely important to leave their home as
a legacy asset to their children or other heirs, while 45 percent listed it as not important.
We continue to improve the quality and scale of our Multifamily portfolio both through this urban in - fill, amenity - based acquisition, and continued dispositions of
our legacy assets.»