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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
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,...
The benefits of a multi-asset approach to income investing
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...
Understanding the value of a family office to a high-net-worth family.
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...
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...
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...
Internationalising Your Business: The Isle of Man Offering
Offering expanding business owners a gateway to global markets and home to a diverse set of multinational companies and industries, Nick Preskey, Inward Investment Manager at Locate Isle of Man, explains why the Isle of Man is proving to be the jurisdiction of choice...
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...
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...
