Offshore Structures - 1 min
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
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
Feb 10, 2025
Offshore Structures - 1 min
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
Jan 12, 2025
Offshore Structures - 4 min
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 - 4 min
Angela Calnan, partner at the offshore law firm Collas Crill, was hosted by Danielle Mciver, Chief Product Officer at The Family Office, to discuss the importance of structuring assets to ensure a smooth transition of wealth across generations. The conversation delves into the complexities of probate, the benefits of proactive planning, and the risks of unstructured estates.
Nov 3, 2024
Offshore Structures - 4 min
Jeremy Kosky, senior partner at Clifford Chance, was hosted by Danielle Mciver, Chief Product Officer at The Family Office, to discuss the planning for family disputes. The conversation delves into the complexities of family wealth disputes, highlighting common triggers, effective resolution strategies, and the role of offshore trusts in safeguarding assets.
Nov 3, 2024
Offshore Structures - 4 min
Kyra Motley, partner at Boodle Hatfield, was hosted by Danielle Mciver, Chief Product Officer at The Family Office, to discuss the phenomenon known as the "Great Wealth Transition". The conversation delves into the importance of careful and proactive wealth management, with offshore structuring providing an essential tool for preserving wealth and ensuring a smooth generational transition.
Nov 3, 2024