Is the model for wealth transition planning broken? 07/07/2015 The current failure rate for family wealth succession plans is a resounding 70 percent according to author and chartered accountant Emily Griffiths-Hamilton, who believes the answer lies in the model we currently use for wealth-transition planning.
The week on eprivateclient 15/06/2015 A round-up of some of the biggest stories on thewealthnet's sister publication eprivateclient last week
Azure Wealth: a London and Swiss based wealth management firm for the 21st century with a Sarikhani connection 12/06/2015 Deals involving offshore trust companies tend not to register on this writer’s radar, especially when the deal involves “an independent investor group led by two families that have 30 years of experience in building and operating in the trust, financial planning, advisory and regulatory sectors” (see thewealthnet 10/06/2015). But when one of the families fronting the investor group involved in acquiring Barclays offshore trust business turns out to be the Sarikhanis then the antennae start to quiver.
Barclays to sell offshore trust business 10/06/2015 As revealed on eprivateclient yesterday, Barclays has agreed to sell its offshore trust business to an independent investor group. The bank will continue to provide trust services in its onshore locations.