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Why Every Private Client Lawyer Needs to Befriend a Securities Lawyer

Bridge the information gap when managing the liquidity for global families.

Jamie left her lawyer’s office with a great sense of relief. She’d just signed a new trust deed, created after months of planning with counsel. She felt that her beneficiaries would be protected now. But, when she tried to open an account using her new structure, the financial institution told her she couldn’t invest as she’d intended. Jamie’s expectations were frustrated as a result of incomplete and uncoordinated advice. 

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