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Choosing a Provider: Best Practices

Choosing a Provider: Best Practices

Oct 23 - 27. 2017
Family offices often face the age-old debate of whether to build or buy. Building an in-house platform is more expensive and more difficult to maintain over time but can enable more customization than choosing an outside provider, Mr. Thijssen points out. On the other hand, outside vendors may provide a more robust platform that has the ability to evolve, he adds.

Impact Investing Outlook

Impact Investing Outlook

Oct 23 - 27. 2017
Impact investing shows no sign of slowing down. A 2016 survey by Campden Wealth Research and UBS found that 62% of family offices are active or expect to be active in impact investing. But despite substantial growth, impact investing is still in the maturation phase. And as it matures so will the ways in which impact can be measured.

Measuring Impact

Measuring Impact

Oct 23 - 27. 2017
In addition to performing traditional due diligence on the investments, impact investing involves measuring the intended impact.

Transitioning Wealth to the Next Gen

Transitioning Wealth to the Next Gen

Oct 23 - 27. 2017
The tax efficient transfer of wealth to the next generation is another major goal of estate planning. Families need to first determine their intentions for the assets being handed down, when heirs will receive them and how the assets will be controlled.

The Role of Domiciles

The Role of Domiciles

Oct 23 - 27. 2017
Tax residency and jurisdictions are very important considerations for family offices, particularly given the increasing global nature and mobility of wealth. Choosing a domicile also has a major impact on the estate planning process. Making the right choice facilitates estate planning goals such as tax efficiency, asset protection and passing wealth to the next generation through a variety of vehicles, such as trusts.

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