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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...

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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,...

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Press Release: Indaba October 2022

Press Release: Indaba October 2022

PRESS RELEASE Isle of Man Indaba – October 2022 The Isle of Man Indaba delegation recently completed its second visit to South Africa to discuss the synergies between the Isle of Man and South Africa and the opportunities to do business. This time the delegation was...

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How to Invest Offshore: South Africa

How to Invest Offshore: South Africa

I have been working at Capital International Group for over a year now and admittedly, it’s been a fairly sharp learning curve. After initially being dropped in at the deep-end, I now know the offshore market in South Africa inside-out, so when I recently caught up...

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Which Offshore Jurisdiction is For You?

Which Offshore Jurisdiction is For You?

Why is jurisdiction such an important consideration when selecting an offshore investment platform? I had a very interesting meeting and discussion recently with an IFA and their High Net Worth client. They were looking to invest monies internationally, considering...

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