by iom | Mar 23, 2023 | Isle of Man
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...
by iom | Mar 13, 2023 | Wealth 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,...
by iom | Mar 13, 2023 | Investment Management
Phil Penrose, Head of Isle Man for Brooks Macdonald looks at how this potentially opens income opportunities. While headlines around challenging market conditions may be alarming for those seeking income, it is important to bear in mind that this is only one of a...
by iom | Mar 2, 2023 | Multi-family Office
Where there is a high net worth family spread over many generations and each family member has their own businesses as well as numerous staff to look after both their personal and business affairs, it is not surprising that many families are turning to family offices...
by iom | Feb 21, 2023 | Wealth Planning
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...
