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Education, Estate Planning, Trusts Asset Protection, Family Business, Risk Management

Preparing for Divorce

riker.com/blog/family-law/entry/considering-a-divorce-top-10-tips-to-be-prepared www.daypitney.com/insights/publications/2017/07/epu3-trusts-can-protect-family-wealth-from-divorce bit.ly/30Bs9Be www.kingsleynapley.co.uk/insights/blogs/family-law-blog/practical-tips-and-legal-issues-to-consider-when-separating-from-your-spouse-or-partner#page=1 www.jdsupra.com/legalnews/dealing-with-irrevocable-trusts-in-61690/ Understanding your own pool of assets: how can I negotiate when I don’t know anything about our finances? brodies.com/insights/family-law/why-are-pensions-being-shared-less-on-separation-and-divorce-the-dangers-of-diy-divorces/ kkilawyers.com.au/practical-steps-for-a-smoother-separation/ www.hopgoodganim.com.au/page/knowledge-centre/blog/separation-improperly-acquiring-documents Checklist on Divorce See also: Separated? What do I do now? Practical tips for the early days after separation 0
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Asset Protection, Divorce, Estate Planning, Risk Management Education, Family Business Education, Estate Planning, Trusts

Family Business: Family Business and Succession

www.birketts.co.uk/resources/legal-updates/2031/the-family-business–wills-and-family-businesses/ Click to access 1700_en~v~business-succession-planning-transfer-financing-and-planning.pdf www.collinsbarrow.com/en/windsor-ontario/publications/onthemark-pitfalls-to-consider-in-family-business-succession www.dickinson-wright.com/news-alerts/succession-planning-for-family-businesses www.finlaysons.com.au/2019/05/why-you-need-a-succession-plan-in-place/ Business Succession Planning Strategies www.blplaw.com/private-wealth/insights-resources/blog-post/family-businesses-controls-successions-and-sales www.nutter.com/trending-newsroom-publications-Insights-Mike-Kushnir-Succession-Planning-Family-Owned-Businesses www.finlaysons.com.au/2020/07/succession-planning-transitioning-the-current-generation-out-of-the-business/ www.finlaysons.com.au/2020/11/final-considerations-for-your-business-succession-plan/ www.fosterswift.com/communications-how-to-think-about-succession-planning.html www.cooneyleesmorgan.co.nz/succession_plan_vital_for_business www.dwt.com/blogs/family-business-resource-center/2021/09/family-business-succession-planning#page=1 insights.boodlehatfield.com/post/102h9uu/succession-and-planning-for-family-businesses Dynasties & Drama: Family Business In Focus Why succession planning is important in any family business www.michiganitlaw.com/using-estate-planning-secure-legacy brodies.com/insights/professional-negligence-discipline-and-regulation/succession-planning-for-your-business-the-risk-factor/ tinyurl.com/3a6u2byz See also: kilpatricktownsend.com/en/insights/perspectives/2023/5/6%20key%20takeaways%20succession%20planning 0
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Education, Estate Planning, Family Business

Family Buisness: Employee Participations

www.birketts.co.uk/resources/legal-updates/2028/the-family-business–family-owned-businesses-and-employee-shares/ www.wengervieli.ch/en-us/publications/guidelines/employee-incentive-schemes www.dacbeachcroft.com/en/gb/articles/2020/july/how-to-motivate-staff-and-founders-as-we-return-to-normal/ www.gannons.co.uk/insights/sweat-equity-shares-or-options/ www.gannons.co.uk/insights/why-you-should-think-about-revisiting-employee-equity/ Is the time right to implement an Employee Share Option Scheme for your business? See also: www.mindengross.com/docs/default-source/publications/2021-11—lessons-from-the-rogers-and-roy-family-rivalries—mdg.pdf?sfvrsn=596fa24a_8 Into the Distance, a Ribbon of Black, Stretched to the Point of No Turning Back? Understanding Your Biases in Making Tax Decisions www.morton-fraser.com/insights/keep-your-share-structure-tight 0
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Education, Family Business

Risk Managment: Representations and Warranties Insurance in M&A transactions

www.dlapiper.com/en/us/insights/publications/2016/02/using-representations-and-warranties/ Using tax liability insurance to maximise value in an M&A transaction and beyond | Marsh See also: www.ey.com/en_ch/strategy-transactions/how-do-w-i-insurances-impact-spa-negotiations-and-tax-due-diligences www.taftlaw.com/news-events/law-bulletins/partnership-tax-and-rwi-dealing-with-the-push-out-election/ 0
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Asset Protection, Education, Insurance, M&A

Protecting clients from reputational Damage

Click to access The%20new%20order%20in%20reputation%20management%20for%20the%20global%20elite%20-%20Monaco%20Private%20Label.pdf www.boodlehatfield.com/the-firm/articles/wealthy-families-are-judged-more-than-ever-before/ international.standardbank.com/international/personal/learn-more/Brand-and-Reputation,-an-offshore-trustee%E2%80%99s-perspective See also: www.rdj.ie/insights/getting-serious-about-reputational-risk-is-a-must-for-financial-services-firms?s=0.747372363157 Reputational issues rear their head again in family disputes www.herbertsmithfreehills.com/latest-thinking/trust-companies-survey-2022-reputational-risk www.penningtonslaw.com/news-publications/latest-news/2023/reputation-reputation-reputation-the-reputational-risks-posed-by-your-tax-affairs 0
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Asset Protection, Family Office Services, Reputational Damage, Risk Management CFC Rules, Corporate Taxation, OECD, Tax, Trends