10/24/2013

Jersey is first with amendment to trust legislation

The amendment incorporates into the Trusts (Jersey) Law 1984 the existing law on mistake and the so called ‘rule in Hastings-Bass’*, the latter being a legal first within the international trust’s arena.

10/16/2013

Mauritius-based Foreign Investors Face Tougher Norms

Foreign institutional investors funds and other entities which invest in India via the Mauritius route will soon have to meet additional regulatory norms to prove that they are 'controlled and managed in Mauritius'.

08/01/2013

The New View From an Old Family

The Chief Investment Officer of the Pitcairn multifamily office in Jenkintown, Pa., viscerally ­understands the competitive advantage that wealthy families have in the marketplace

07/09/2013

The Boom In Single-Family Offices

While it’s impossible to accurately calculate the numbers and growth of single-family offices due to their penchant for privacy, there are a lot of indications that single-family offices are growing in number

07/07/2013

Keel Point Announces boosts team

Keel Point Advisors announces that William A. Pusey, Jr., JD, MBA, of Richmond, VA, has joined Keel Point to help affluent families develop and implement their own unique Keel Point

07/06/2013

Warren Buffett's Wealth

Family offices have for hundreds of years been protecting and growing family wealth