Investment firms linked to some of the world’s wealthiest individuals kicked off the year with a handful of eye-catching deals, including an investment in professional motorcycle racing.
A self-settled trust, as it is referred to in the estate planning community, is generally an irrevocable trust that allows the creator (commonly referred to as the “settlor” or “grantor”) to be one of the beneficiaries, while providing many of the same benefits applicable to trusts where only family members are beneficiaries. Such benefits include building wealth outside of the taxable estate of the settlor, multi-generational planning, protecting family wealth from any potential future creditors and consolidating wealth management.
As the times change, so does the world of finance. Some investors are still stuck on “rules” of investing that have become obsolete, and sticking with these old adages may hurt you in the long run.
Angel investor LetsVenture has floated a new platform targeted at ultra-high-net-worth individuals (UHNIs) and family offices, according to a report.
Create a free family office or service provider listing. This provides access to share your products & services such as advisory services, software products, recruitment available jobs, or simply to share your latest news and events.
Future Family Office is a single space for everything in the world of family offices & professionalized UHNWI investors. By making this traditionally opaque space more accessible & democratised, we hope to help the industry set new standards.
Connect with other family offices, or list your family office to attract new clients, deals or recruit top talent. Service providers can list their services and share their expertise and views through articles to help promote them.
