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Democracy or Regulation: The Illusion of Freedom

17.06.2024
In the episode 12 of Wealth Uncensored podcast, we confront a pressing issue for High-Net-Worth Individuals (HNWIs) — the illusion of freedom in overregulated democracies and its impact on wealth and business. As a wealth preservation expert, I stand firm that personal and financial freedom is paramount, yet these are not guarantees of a democratic […]

12 Estate Planning Mistakes to Avoid For Multinational Families

14.06.2024
Proper estate planning is one of life’s most important, yet often overlooked responsibilities. Estate planning encompasses ensuring that decades of hard work is properly passed on to family and friends – securing your legacy and protecting wealth for future generations. This process is especially critical for families or individuals with multinational interests. With that in […]

Unveiling the Tax Agenda Behind Beneficial Ownership Registers: Strategies for Asset Protection

8.04.2024
As High Net Worth Individuals (HNWIs) navigate the complexities of global finance, a new era of financial transparency has dawned, ostensibly to combat crime but with far-reaching implications for privacy and strategies for asset protection. In the latest episode of our podcast, we explored the underlying motives of FATCA, CRS, and beneficial owner registers, and […]

The Power of Backup Structures for Wealth Preservation Techniques in Global Asset Protection

2.04.2024
In a global landscape where change is the only constant, the savvy High Net Worth Individual (HNWI) knows that asset protection is not a one-time setup but a continuous strategy for wealth preservation techniques. In this post, we dive into the critical strategy of keeping your wealth mobile and secure through backup structures. The Essence […]

The Real Cost and Compliance Obligations of Trusts and Foundations

26.03.2024
When it comes to setting up trusts and foundations, the initial setup is just the tip of the iceberg. As a seasoned professional, my two decades of experience have shown me the critical importance of understanding the ongoing costs, commitments, and compliance obligations these structures entail. Why Multigenerational Trusts and Foundations Aren’t for Everyone We’re […]

Navigating Complexities: Multinational Financial Planning for HNWIs and Family Offices

20.03.2024
In the increasingly interconnected world of high-net-worth individuals (HNWIs) and family offices, the complexities of multinational transactions demand not just expertise, but integrated advice. The stakes in these transactions are high, and the need for comprehensive, nuanced guidance in multinational financial planning is paramount. The Multifaceted Challenge of Multinational Transactions HNWIs and family offices often […]