Offshore Structures - 3 min

Selecting a Trustee: Key Considerations for Wealth Structuring

Choosing a trustee is a decision that rivals the importance of selecting a legal advisor. While your legal advisor crafts the trust’s legal framework—embedding protections like reserved powers to replace the trustee if the partnership falters—the trustee ensures the structure’s ongoing resilience and effectiveness. This pivotal role demands a thorough selection process to align with your family’s financial and personal objectives.

Mar 17, 2025

Decoding Risks in Structured Products - 5 min

Structured Products: Know the Risks

The term “structured products” evokes a sense of sophistication and precision, which is precisely how they are marketed to investors.However, a closer examination reveals that they are often more accurately described as sophisticated funding tools for the banks that issue them. Rather than meet the needs of investors, they are as likely to saddle them with unnecessary risk.In this article, we examine how and why.

Mar 13, 2025

Offshore Structures - 1 min

What Are the Benefits of a Foundation?

Danielle Mciver, Chief Product Officer at The Family Office, explained that a Foundation is a modern wealth structuring solution that combines the benefits of a Trust and a Company. While it is government-registered like a Company, it also has beneficiaries like a Trust, offering flexibility and control in one entity. Below are the key benefits:

Feb 25, 2025

Offshore Structures - 1 min

The Benefits of a Trust

Danielle Mciver, Chief Product Officer at The Family Office, explained how a trust provides many of the same benefits as a company, with additional advantages in inheritance and succession planning. Below are the key benefits:

Feb 17, 2025

Offshore Structures - 1 min

What Are the Benefits of a Holding Company?

Danielle McIver, Chief Product Officer at The Family Office, explains how a holding company can be a simple and cost-effective structuring solution for clients looking to centralize their assets under a single entity. Below are the key benefits:

Feb 11, 2025

Offshore Structures - 3 min

Trusts vs. Foundations: A Comparative Analysis

Feb 10, 2025

Offshore Structures - 1 min

When Should I Structure My Wealth?

Danielle Mciver, Chief Product Officer at The Family Office, explained how clients with assets of $5 million or more can benefit from structuring solutions, such as creating a company, trust, or foundation. Below are the key benefits:

Jan 29, 2025

Offshore Structures - 5 min

Wealth Structuring: Lessons from Michael Jackson’s Estate

Jan 12, 2025

Offshore Structures - 4 min

Wealth Structuring: Overview and Key Insights

Danielle Mciver, Chief Product Officer at The Family Office, hosted a series of three webinars with leading experts in the field of wealth structuring. Angela Calnan, Partner at Collas Crill, discussed the importance of probate and asset structuring. Kyra Motley, Partner at Boodle Hatfield, explored the implications of the "Great Wealth Transition" and how offshore structuring plays a crucial role in wealth preservation. Jeremy Kosky, Senior Partner at Clifford Chance, addressed strategies to manage family disputes and protect family assets through offshore trusts.

Nov 3, 2024

Offshore Structures - 3 min

Selecting a Trustee: Key Considerations for Wealth Structuring

Choosing a trustee is a decision that rivals the importance of selecting a legal advisor. While your legal advisor crafts the trust’s legal framework—embedding protections like reserved powers to replace the trustee if the partnership falters—the trustee ensures the structure’s ongoing resilience and effectiveness. This pivotal role demands a thorough selection process to align with your family’s financial and personal objectives.

Mar 17, 2025

Decoding Risks in Structured Products - 5 min

Structured Products: Know the Risks

The term “structured products” evokes a sense of sophistication and precision, which is precisely how they are marketed to investors.However, a closer examination reveals that they are often more accurately described as sophisticated funding tools for the banks that issue them. Rather than meet the needs of investors, they are as likely to saddle them with unnecessary risk.In this article, we examine how and why.

Mar 13, 2025

Offshore Structures - 1 min

What Are the Benefits of a Foundation?

Danielle Mciver, Chief Product Officer at The Family Office, explained that a Foundation is a modern wealth structuring solution that combines the benefits of a Trust and a Company. While it is government-registered like a Company, it also has beneficiaries like a Trust, offering flexibility and control in one entity. Below are the key benefits:

Feb 25, 2025

Offshore Structures - 1 min

The Benefits of a Trust

Danielle Mciver, Chief Product Officer at The Family Office, explained how a trust provides many of the same benefits as a company, with additional advantages in inheritance and succession planning. Below are the key benefits:

Feb 17, 2025

Offshore Structures - 1 min

What Are the Benefits of a Holding Company?

Danielle McIver, Chief Product Officer at The Family Office, explains how a holding company can be a simple and cost-effective structuring solution for clients looking to centralize their assets under a single entity. Below are the key benefits:

Feb 11, 2025

Offshore Structures - 3 min

Trusts vs. Foundations: A Comparative Analysis

Feb 10, 2025

Offshore Structures - 1 min

When Should I Structure My Wealth?

Danielle Mciver, Chief Product Officer at The Family Office, explained how clients with assets of $5 million or more can benefit from structuring solutions, such as creating a company, trust, or foundation. Below are the key benefits:

Jan 29, 2025

Offshore Structures - 5 min

Wealth Structuring: Lessons from Michael Jackson’s Estate

Jan 12, 2025

Offshore Structures - 4 min

Wealth Structuring: Overview and Key Insights

Danielle Mciver, Chief Product Officer at The Family Office, hosted a series of three webinars with leading experts in the field of wealth structuring. Angela Calnan, Partner at Collas Crill, discussed the importance of probate and asset structuring. Kyra Motley, Partner at Boodle Hatfield, explored the implications of the "Great Wealth Transition" and how offshore structuring plays a crucial role in wealth preservation. Jeremy Kosky, Senior Partner at Clifford Chance, addressed strategies to manage family disputes and protect family assets through offshore trusts.

Nov 3, 2024

Offshore Structures - 3 min

Selecting a Trustee: Key Considerations for Wealth Structuring

Choosing a trustee is a decision that rivals the importance of selecting a legal advisor. While your legal advisor crafts the trust’s legal framework—embedding protections like reserved powers to replace the trustee if the partnership falters—the trustee ensures the structure’s ongoing resilience and effectiveness. This pivotal role demands a thorough selection process to align with your family’s financial and personal objectives.

Mar 17, 2025

Decoding Risks in Structured Products - 5 min

Structured Products: Know the Risks

The term “structured products” evokes a sense of sophistication and precision, which is precisely how they are marketed to investors.However, a closer examination reveals that they are often more accurately described as sophisticated funding tools for the banks that issue them. Rather than meet the needs of investors, they are as likely to saddle them with unnecessary risk.In this article, we examine how and why.

Mar 13, 2025

Offshore Structures - 1 min

What Are the Benefits of a Foundation?

Danielle Mciver, Chief Product Officer at The Family Office, explained that a Foundation is a modern wealth structuring solution that combines the benefits of a Trust and a Company. While it is government-registered like a Company, it also has beneficiaries like a Trust, offering flexibility and control in one entity. Below are the key benefits:

Feb 25, 2025

Offshore Structures - 1 min

The Benefits of a Trust

Danielle Mciver, Chief Product Officer at The Family Office, explained how a trust provides many of the same benefits as a company, with additional advantages in inheritance and succession planning. Below are the key benefits:

Feb 17, 2025

Offshore Structures - 1 min

What Are the Benefits of a Holding Company?

Danielle McIver, Chief Product Officer at The Family Office, explains how a holding company can be a simple and cost-effective structuring solution for clients looking to centralize their assets under a single entity. Below are the key benefits:

Feb 11, 2025

Offshore Structures - 3 min

Trusts vs. Foundations: A Comparative Analysis

Feb 10, 2025

Offshore Structures - 1 min

When Should I Structure My Wealth?

Danielle Mciver, Chief Product Officer at The Family Office, explained how clients with assets of $5 million or more can benefit from structuring solutions, such as creating a company, trust, or foundation. Below are the key benefits:

Jan 29, 2025

Offshore Structures - 5 min

Wealth Structuring: Lessons from Michael Jackson’s Estate

Jan 12, 2025

Offshore Structures - 4 min

Wealth Structuring: Overview and Key Insights

Danielle Mciver, Chief Product Officer at The Family Office, hosted a series of three webinars with leading experts in the field of wealth structuring. Angela Calnan, Partner at Collas Crill, discussed the importance of probate and asset structuring. Kyra Motley, Partner at Boodle Hatfield, explored the implications of the "Great Wealth Transition" and how offshore structuring plays a crucial role in wealth preservation. Jeremy Kosky, Senior Partner at Clifford Chance, addressed strategies to manage family disputes and protect family assets through offshore trusts.

Nov 3, 2024