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Gives advice on taxation-related issues covering transfer of wealth and estate planning in the U.S. Computation of assets of an estate; Techniques used in reducing the value of assets for estate tax purposes; Insurance option for th...
As President of The Wealth Transfer Group, Robert works with high-net-worth clients and their advisors throughout the country to develop tax-efficient wealth transfer and estate plans. Robert has spoken at numerous national tax and educational conferences, appeared on CNBC’s Power Lunch and NPR’...
GSB partners with women's networking club 02/10/2024 UBS launches fourth annual Female Founder Award 27/09/2024 Ageism in the wealth management sector Show all Family office Services Preparing the NextGen for the great wealth transfer 11/10/2024 ...
GSB partners with women's networking club 02/10/2024 UBS launches fourth annual Female Founder Award 27/09/2024 Ageism in the wealth management sector Show all Family office Services Preparing the NextGen for the great wealth transfer 11/10/2024 ...
Preparing the NextGen for the great wealth transfer 11/10/2024 In the spotlight - Warren Thompson, head of family office, Coutts Show all Digital Assets Binance launches wealth management crypto exchange solution 04/10/2024 Traditional wealth firms exploring digital assets funds 02/10/2024 ...
the implications of wealth transferCFA III Capital Market Expectations 这里蓝色框圈出来的,没太懂。何老说是出口创汇的话,就资本流入。出口创汇是经常账户的事吧,资本流入是资本账户的事吧?所以这个赤字/盈余country指的是经常账户还是资本账户?具体怎么转移的,什么账户转移的,能具体解释一下么...
Strategies for Wealth Transfer For a smooth wealth transfer, both grantors and their beneficiaries should plan ahead. 1. Give During Your Life Some financial advisors are talking to clients about sharing wealth with their future heirs while still alive. “Don't wait until you pass to share your...
A great wealth transfer is coming, passed down from thebaby boomergeneration, and women may emerge as the biggest beneficiaries. Approximately $30 trillion in wealth is set to change hands in the next decade and women are poised to inherit a sizable share, according to research by McKinsey &...