Top Banner
Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Sept 5. 2019 Family offices and family businesses in Canada are allowed to play by an enviable set of tax rules that make selling a family business or planning for succession exceptionally streamlined. Res...

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Why Canada’s Tax Rules Are Particularly Favorable to Family Businesses

Sept 5. 2019
Family offices and family businesses in Canada are allowed to play by an enviable set of tax rules that make selling a family business or planning for succession exceptionally streamlined.

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

Aug 29. 2019
U.S. family offices and institutional investors have had to bear the brunt of the Foreign Account Tax Compliance Act (FATCA) since 2010. However, the success of FACTA has inspired other jurisdictions to implement similar policies in recent years. The latest piece of legislation is the Mandatory Disclosure Rules introduced by the European Union last year.

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

FATCA-Inspired Transparency May Have Left Family Offices With Little Privacy and a Hefty Bill

Tara Ferris, Principal in the Financial Services Office of Ernst & Young Aug 29. 2019 U.S. family offices and institutional investors have had to bear the brunt of the Foreign Account Tax ...

How Divorce Among the Wealthy Differs

How Divorce Among the Wealthy Differs

July 12 2019
The grueling process of dividing assets between a divorcing couple often involves an army of lawyers, paperwork and proceedings. That’s not to mention the mental agony and emotional turmoil of an extended legal dispute with a former loved one.

News Roundup

News Roundup

Shannon Kennedy Image Credit: Source - Bank of Montreal June 24 - 28. 2019
Deals and Investments ● Wildcat Capital Management, the New York-based family office of private equity house TPG...

Why and How Family Offices Need to Manage Their Digital Reputation

Why and How Family Offices Need to Manage Their Digital Reputation

June 15 - 21. 2019
The digital age has created an increasing area of risk that family offices need to address. Although family offices have traditionally been highly secretive and private, a few factors could compel them to manage their brand and maintain an online presence.

International Reporting Standards Tighten The Noose On Family Office Offshore Investments

International Reporting Standards Tighten The Noose On Family Office Offshore Investments

May 27 - 31. 2019
A global move towards transparency and information sharing has made it difficult for family offices to invest beyond their borders. A growing number of multilateral tax regulations have magnified the compliance burden and reduced privacy for families across the world.

Are Family Offices the New Trust Funds?

Are Family Offices the New Trust Funds?

April 29 - May 03. 2019
The emerging dynamic of lower corporate rates and higher individual tax rates could make family investment companies or family offices more appealing than trust funds for the ultra wealthy. According to research from the University of Colorado, family trust funds and other similar structures have been around since the pre-Christian Roman era. Trusts have helped wealthy families preserve and methodically distribute capital for centuries. However, the growing scrutiny of wealth in an increasingly unequal society is placing trust funds and their beneficiaries at the center of a political battleground.

Can Regulations Bolster Cybersecurity for Family Offices?

Can Regulations Bolster Cybersecurity for Family Offices?

April 01 - 05. 2019
While most family offices can invest in better cybersecurity tools and training for staff, perhaps the war against cybercriminals won’t be won until the government steps in. Governments and businesses of all sizes may soon have to face the fact that cybercrime is turning into a macroeconomic hazard. According to research published by Cybersecurity Ventures, nearly 90% of all companies across the world will potentially fall victim to cybercrime over the next few years. The aggregate costs of these attacks could be as high as $6 trillion by 2021.

Right Banner 2Right Banner 1