Isle of Man – A Safe Base for a Family Office

Isle of Man – A Safe Base for a Family Office

BY BOSTON MULTI FAMILY OFFICE What is a Family Office? ‘Family office’ is a term that is now used extensively by a number of financial organisations including major banks, hedge funds, asset managers and others. In essence the term refers to the provision of financial...
Wealth Succession Planning

Wealth Succession Planning

How family succession planning could help protect your family’s future      Canaccord Genuity independent wealth planners believe that wealth succession planning should be a key discussion point and incorporated into your financial plans as early as possible. However,...
Succession Planning – It’s never too late to start

Succession Planning – It’s never too late to start

We often hear the words “succession planning”.   It is all too clear that circumstances can change quickly in ways that are beyond our control.  Although planning should be done as early as possible, it is never too late to start, so it is important that you give...