Why is creating an international trust the best option for Asset protection?
Why is a trust more beneficial when located in a foreign country?
And how do you define a trust anyway?
Joel Nagel answers these questions and more in this presentation.
Playing Defense: Protecting Your Wealth Part IIAdam Tau
Adam Tau, NYC financial advisor, wraps up his series on protecting your wealth with this second installment on why protecting your assets are so important and how a financial expert can help.
Playing Defense: Protecting Your Wealth - Part IIAdam Tau
Adam Tau, NYC financial advisor, wraps up his series on protecting your wealth with this second installment on why protecting your assets are so important and how a financial expert can help.
NEXUS Group, including Nexus Insurance Brokers and Nexus Financial Services, is the largest financial advisor in the GCC region and one of the largest in Singapore, offering a wide range of insurance, savings, and investment products from international and domestic providers to both corporate and individual clients.
deVere Group, one of the world's largest independent financial advisory organisations, generated significant news coverage in September 2015. The document provides a sampling of this coverage, including quotes from deVere executives that were featured in international, national, regional and local media regarding various financial topics such as the election of Jeremy Corbyn as UK Labour Party leader, the US Federal Reserve's decision on interest rates, retirement planning in the UAE and UK, and the results of deVere surveys. It also mentions that deVere named Peter Hobbs as its new chairman.
The document describes the Chief Legal Officer Network, a peer group for general counsels from large global organizations. Key details include:
- The network is by invitation only for general counsels and heads of compliance from FTSE 100, 250 and Fortune 500 companies to share knowledge and best practices.
- Monthly roundtable meetings are attended by an average of 21 general counsels and cover relevant legal and compliance topics selected by an advisory panel.
- The network provides a confidential environment without access for outside firms, consultants or suppliers to allow for open sharing between peers.
Seven hostages were seized in Nigeria by an Islamist group in February. On March 10th, Italy and Greece confirmed the hostages had been killed by Ansaru, an Al Qaeda-affiliated group in Nigeria, according to an online message. While Nigeria refused the killings, Italy and Greece said no government was involved. The security situation remains tenuous as links grow between Nigerian Islamists and Saharan groups, who increasingly target Western interests, demonstrating the need for countries to work together to prevent terrorism.
Jersey Private Wealth Report 2018 by Gibson StrategyAmanda Overland
A report detailing the private wealth sector in Jersey.
Based on interviews of 82 Jersey based residents including private clients and private wealth professionals.
Are you ready to learn about investing in real estate? Learn directly from TOP investors around the country for FREE with our investment print and online magazine. Our publication is the first and only viral real estate investment publication, enjoy!
Playing Defense: Protecting Your Wealth Part IIAdam Tau
Adam Tau, NYC financial advisor, wraps up his series on protecting your wealth with this second installment on why protecting your assets are so important and how a financial expert can help.
Playing Defense: Protecting Your Wealth - Part IIAdam Tau
Adam Tau, NYC financial advisor, wraps up his series on protecting your wealth with this second installment on why protecting your assets are so important and how a financial expert can help.
NEXUS Group, including Nexus Insurance Brokers and Nexus Financial Services, is the largest financial advisor in the GCC region and one of the largest in Singapore, offering a wide range of insurance, savings, and investment products from international and domestic providers to both corporate and individual clients.
deVere Group, one of the world's largest independent financial advisory organisations, generated significant news coverage in September 2015. The document provides a sampling of this coverage, including quotes from deVere executives that were featured in international, national, regional and local media regarding various financial topics such as the election of Jeremy Corbyn as UK Labour Party leader, the US Federal Reserve's decision on interest rates, retirement planning in the UAE and UK, and the results of deVere surveys. It also mentions that deVere named Peter Hobbs as its new chairman.
The document describes the Chief Legal Officer Network, a peer group for general counsels from large global organizations. Key details include:
- The network is by invitation only for general counsels and heads of compliance from FTSE 100, 250 and Fortune 500 companies to share knowledge and best practices.
- Monthly roundtable meetings are attended by an average of 21 general counsels and cover relevant legal and compliance topics selected by an advisory panel.
- The network provides a confidential environment without access for outside firms, consultants or suppliers to allow for open sharing between peers.
Seven hostages were seized in Nigeria by an Islamist group in February. On March 10th, Italy and Greece confirmed the hostages had been killed by Ansaru, an Al Qaeda-affiliated group in Nigeria, according to an online message. While Nigeria refused the killings, Italy and Greece said no government was involved. The security situation remains tenuous as links grow between Nigerian Islamists and Saharan groups, who increasingly target Western interests, demonstrating the need for countries to work together to prevent terrorism.
Jersey Private Wealth Report 2018 by Gibson StrategyAmanda Overland
A report detailing the private wealth sector in Jersey.
Based on interviews of 82 Jersey based residents including private clients and private wealth professionals.
Are you ready to learn about investing in real estate? Learn directly from TOP investors around the country for FREE with our investment print and online magazine. Our publication is the first and only viral real estate investment publication, enjoy!
Construction Defect Insurance: Challenges & Opportunities for Developers and Real Estate Professionals - Real Estate Roundtable Presentation from October 10, 2013 - Cary White, NFP P&C
The document provides tips for preventing fraud and scams related to self-directed investments in individual retirement accounts (IRAs). It outlines several red flags for fraudulent investments including guaranteed returns, high pressure sales tactics, missing documentation, and complex investment strategies that are hard to understand. The document encourages investors to perform due diligence by understanding investment goals and risks, checking with regulators and professional advisors, and asking questions about products, fees, and the backgrounds of those selling investments. Common fraud schemes are described such as Ponzi schemes, pyramid schemes, and prime bank note fraud. Resources for finding help with potential fraud are also listed.
Guess what? Our LARGEST issue to date is right here! Realty411, the nation's longest-running investor magazine owned by the entrepreneur/investor/agent, is coming at you with all new resources, strategies, and tips to take your portfolio to a whole new level of success.
Privilege and Proprietary Information in the Digital AgeNICSA
In an era of increased regulatory scrutiny and evolving technology, what is the state of attorney-client privilege in the fund management industry? Independent fund boards and those who communicate with them, find themselves in the middle of these increasing regulations—often with more questions than answers.
This webinar will educate financial professionals in the funds industry on best practices regarding communications between fund management and fund boards in a contemporary setting. After viewing the webinar, attendees will be able to:
- Characterize what is attorney-client privileged—and what is not
- Delineate what constitutes appropriate digital communications
- Enact measures to protect confidential information from cybersecurity breaches
This document discusses online and offline marketing solutions for the mining industry. It outlines an investment process that InProved uses, which includes identifying strategic and financial buyers, sending initial information to gauge interest, conducting site visits and management presentations, and negotiating terms. It also discusses the types of investors in InProved's network, tools used in the process, factors in choosing between strategic and financial buyers, key due diligence documents, and what investors want to hear about the investment opportunity and jurisdiction. Examples of mining transactions and investment activity in Indonesia are provided in the appendix.
Career Opportunities The Investors Group Advantagesaidae1
The document discusses the advantages of becoming a financial consultant with Investors Group. It highlights Investors Group's industry leadership, entrepreneurial environment, extensive training and support for consultants, competitive compensation and benefits, and commitment to corporate citizenship. Consultants are provided various professional tools, national brand advertising support, and a full marketing toolkit to help build their own successful financial practices.
This document provides information about Aegis Wealth Advisors, an independent financial advisory firm. It includes a letter from the president welcoming the reader and encouraging them to schedule a meeting. The document then provides details about the firm, including its mission to help clients optimize, preserve and protect their assets. It lists various informational materials enclosed for the reader, including the firm's profile, investment strategy, a list of "10 Things All Successful Investors Should Know", information on getting a second opinion, and client bill of rights.
This document provides information about numismatic portfolios and managed accounts offered by Classic Gold Exchange. It discusses investing in tangible assets like rare coins as a way to diversify investments and protect against inflation. Specific types of rare coins discussed include pre-1933 gold coins and high-grade investment coins, which are described as having the highest potential for price appreciation due to their limited supply and high demand. The document promotes Classic Gold Exchange's approach of focusing on these undervalued areas of the rare coin market.
Presented by Paul Niederer, Top 10 Equity Crowdfunding Expert, at Crowdsourcing Week Europe 2015. Learn more and join the next event: www.crowdsourcingweek.com
This document discusses retirement income planning and the risks of retirement. It outlines Northwestern Mutual's retirement strategy, which aims to provide optimized income throughout one's lifetime while managing risks. Their strategy uses a proprietary planning tool to factor in key risks. It also discusses their signature retirement program, which offers investment management and an income management tool to monitor spending needs. The document promotes Northwestern Mutual's retirement planning expertise and strengths.
This document provides a summary of the Realty Inside magazine, which covers topics related to real estate investing. It includes articles on IRA investing, tax liens, crowdfunding, mentors, tax strategies, probate investing, partnerships, and interviews with leaders in the real estate industry. The magazine aims to provide investors with education and resources to help them achieve financial freedom through real estate. It is published by Realty411 and contains advertisements for real estate investment properties, funds, and services.
Annuities are hard to understand for most retirees, this easy to read booklet explains the new types of annuities and the amazing features they have. Whether you’re looking to purchase an annuity or want information on your current annuities, this booklet provides all the answers you may be looking for.
The document outlines 3 secrets of how wealthy people create and preserve wealth through real estate investments. Secret #1 is that wealthy people take control of their finances rather than relying on banks and financial advisors. Secret #2 is that real estate offers greater returns than other investments due to leverage and cash flow. Secret #3 is that wealthy people understand risk versus reward and are willing to take on more risk for higher potential returns rather than focusing solely on guaranteed safety. The document promotes a real estate investment seminar and fund.
The document summarizes an agenda for an Older Investors Summit held by the Insured Retirement Institute (IRI) on May 27, 2015 in New York City. The summit aimed to explore issues facing older investors such as diminished capacity and financial elder abuse. The agenda included panels on topics like retirement planning, understanding issues impacting older investors, regulatory initiatives, best practices for working with older clients, and public policy opportunities. It provided biographies for several speaker panelists.
Thought of the Week - Concentrated Holdings have no place in a Portfoliotheretirementengineer
Global Financial Private Capital is an investment advisory firm located in Sarasota, Florida that is registered with the SEC. It provides investment advisory services through affiliated companies and urges clients to avoid concentrated holdings of a single stock due to the high risks they pose. The document discusses the example of Enron, where both employees and investors suffered major losses when the stock price collapsed after fraud was uncovered, since they had over-allocated to the company's stock. It argues that diversification across different asset classes, geographies, sectors and styles is important to manage risk.
India to america hotel investment program for eb 5 permanent residency greenc...jvelie
This document describes an investment program that allows individuals to obtain US permanent residency ("green cards") by investing in hotel properties in the US. The program involves investing a minimum of $500,000-$1 million in a hotel property. Experienced investors and lawyers will help identify properties, make the purchase, and handle the immigration process. The investment provides ownership of a hotel property in the US along with green cards for the individual and their family. Fees total around 10% of the minimum property investment plus additional consulting fees. The program aims to take advantage of reduced commercial real estate prices while creating jobs through hotel management.
Understanding some basic information about trusts may help you decide if a trust could be a beneficial addition to your estate plan. Learn more about trust basics in this presentation.
Essay On Public Schools Are Better Than Private SchoolsSonya Pope
The document discusses how socialization and social class influence political participation like voting. It explains that socialization is the process of developing attitudes and opinions through growing up, and this helps people understand how to function in society. Social class is determined by occupation, income, and wealth, with working class, middle class, and upper class being the main categories. Socialization and social class influence how likely people are to vote and which candidates they support.
Finjan offers investors a diversified and unique vehicle for investing in cybersecurity related intellectual property-backed technologies under the guidance of a proven team.
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdfSOFTTECHHUB
The world of blockchain and decentralized technologies is about to witness a groundbreaking event. ZKsync, the pioneering Ethereum Layer 2 network, has announced the highly anticipated airdrop of its native token, ZK. This move marks a significant milestone in the protocol's journey, empowering the community to take the reins and shape the future of this revolutionary ecosystem.
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2. Four questions I’d like to answer over the next
45 minutes
1. What are trusts?
2. Where did trusts come from?
3. What are the main reasons to create an
international trust and how are they superior
in protecting your wealth?
4. How are trusts used to benefit future
generations?
5. Reasons to Create a Trust Offshore
• Foreign legal person created
• Not subject to US courts
• No limitations on duration
• Flexibility vis-à-vis the Grantor
• Access to global financial system
The Inside Scoop On Offshore Trusts