Sentences with phrase «wealth preservation as»

She is experienced in assisting clients with pre-death estate planning and wealth preservation as well as post-death trust and probate administration.
In the 1990s and 2000s, the common philosophy was to invest for growth in your thirties and forties and then focus on wealth preservation as you neared retirement.
At I&E, we are equally concerned with wealth preservation as we are with wealth creation.

Not exact matches

«I advise the administrator as to where the grants should be made,» said Brian Raftery, a New York - based partner in the trusts, estates and wealth preservation practice at Dentons.
It looks for «investing with a purpose,» as opposed to mere wealth preservation and growth.
The firm has a wealth preservation bias and conservative investment orientation to manage both risks as well as returns.
At several points he touches upon the paradoxes of modern urbanism and the tragic ironies of our cultural attitude toward cities: although we now have more individual freedom, technical ability, and, arguably, social equity, we do not live in places as hospitable to human beings as were our cities of the past; we are pragmatists who build shoddily; our current obsession with historic preservation is the flip side of our utter lack of confidence in our ability to build well; while cultures with shared ascetic ideals and transcendent orientation built great cities and produced great landscapes, modern culture's expressive ideals, dogmatic public secularism, and privatized religiosity produce for us, even with our vast wealth, only private luxury, a spoiled countryside, and a public realm that is both venal and incoherent; above all, we simultaneously idolize nature and ruin it.
Where the rescue money came from is unclear — but as the Electoral Commission probes the sources of the Leave donor's campaign contributions, a group of accountants who specialise in offshore «wealth preservation» may hold the key.
DCP uses a wealth of detailed information about the demographics of neighborhoods, consults local stakeholders, and collaborates with other governmental entities, such as the Department of Housing Preservation and Development (HPD) and the New York Housing Authority, in order to make planning decisions.
As with ALL wealth building and preservation strategies, we suggest a thorough and careful review and expert guidance before making a critical decision.
Long term care insurance provides financial asset protection and wealth preservation by providing income benefits if you are unable to perform 2 of 6 activities of daily living or have a cognitive disease, such as Parkinson's or Alzheimer's.
Because you can count on a fixed interest yield as long as you hold the CD until maturity, CDs are a great product for secure wealth preservation and income.
And better yet, these funds have target retirement periods (i.e. the year 2025 or 2030), so as the time gets closer, the fund is rebalanced in to less riskier allocations for wealth preservation, since you are so close to the point of beginning the withdrawls.
In my role as a financial writer and editor, I specializes in unique, overlooked investment strategies, growth with income stocks, imaginative investment themes, tax - advantaged themes, risk management, technologies to capture gains and reduce losses, real estate related opportunities, effective wealth preservation techniques, and the use of ETFs for diversification and asset allocation.
To accomplish this goal, we use a unique combination of financial tools and investment strategies based around key life events such as retirement and business succession, to assist you with the accumulation, growth, management, preservation and transfer of your wealth.
«Wetland restoration provides a wealth of benefits including storm surge reduction, habitat preservation, carbon sequestration and recreation; as well as job creation, and economic development that are vital to Louisiana's sustainability and resilience,» states Michael Hecht, President & CEO of Greater New Orleans, Inc. «By innovating creative financing solutions for coastal restoration, local companies like Tierra Resources are contributing to the growing hub of Emerging Environmental expertise that can be found in Greater New Orleans.»
As photograph Briceño stated: «Despite its dramatic history and the problems it faces, [Rwanda] is investing in a green economy and policies in which both humans and nature can benefit from each other, where they are confident that respect for and preservation of nature will provide for the best health and wealth of its population.»
For a nation as rich in natural wealth and resources as Brazil, this transition of power is not important merely in terms of politics or global affairs, but perhaps for something much farther - reaching — like demonstrating to the world that social and economic progress and development needn't necessarily be in conflict with the preservation of the natural world.
Our family wealth preservation and asset protection team are pleased to develop a cogent strategy with you as a key player.
We provide clear and practical solutions to a broad range of private client issues, such as the setting up of both onshore and offshore trusts for wealth preservation, succession planning to help ensure family businesses pass down through generations without being unduly burdened with tax liabilities and helping entrepreneurs to realise the sale of their successful venture in the most tax efficient way.
«Problems such as oversea investments, asset transfers, the preservation and inheritance of wealth, and logical tax avoidance, are still quite new subjects for Chinese people to touch upon, therefore, the relevant law related to these subjects are still very unfamiliar to them, which can thus lead to lawsuits.»
Along with core U.S. federal income, estate and gift tax advice, he provides a U.S. perspective on issues of wealth preservation and transfer, as well as on corporate governance and family succession for privately held businesses.
They fall victim to something known as the paradox of wealth preservation by investing in supposedly safe assets that, well, actually destroy their wealth.
The company offers innovative life insurance and annuity products that are created to target the individual needs of protection, as well as estate preservation and wealth creation.
Most reliable financial advisers recommend term insurance for basic survivor income protection needs (again, for maximum efficient use of one's limited capital), and cash value insurance for specific non-income needs such as estate taxes and other aspects of wealth preservation.
Long term care insurance provides financial asset protection and wealth preservation by providing income benefits if you are unable to perform 2 of 6 activities of daily living or have a cognitive disease, such as Parkinson's or Alzheimer's.
Just as important as any of the other steps, wealth preservation needs to take into aging, and the associated costs of living a long, fulfilling life.
Three out of four capital markets participants now believe distributed ledger tech will see widespread use within the next six years, according to a new Deutsche Bank report; Bitcoin considered by investors as a safe haven for the preservation of their wealth; Blockchain and Internet of Things could save shipping industry Billions; the first ever Blockchain Summer School will be opened in Harare, Zimbabwe; Danish blockchain company offers to...
Avoid The Financial Pitfalls Of Divorce 13 - Apr - 2016 Let's say that more sensible heads prevail and each party decides that the best possible outcome is not punishment, but the preservation of as much wealth as possible.
Yet, conversely, other respondents said that volatility, uncertainty and a sense that the real estate cycle has peaked has led to wealth preservation rising in importance as a goal for real estate investment.
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