02/22/2018
One thing Woodson and his colleague Edward Marshall, a director in the bank’s global family office group, would say it that family offices have certainly become more complicated.
01/24/2018
In the event, Massey and his family members decided a commercial partner -- specifically Signature Family Wealth Advisors, a multifamily office -- best met these needs.
12/30/2017
Beyond tax efficiency, assessing the types of holding structures available, services and products that are unique to HNW-families, such as specialized insurance and regulatory regimes all play a part when choosing an offshore jurisdiction.