The latest blow in the fight for international financial transparency fell Thursday, as a new cache of leaked offshore corporate documents, this time from the Bahamas, was made public...
David Swenson is an icon in the investment world. His Yale “endowment model” is widely considered to be the gold standard by which all others are measured. While effective for tax-exempt entities like endowments and charitable...
(Bloomberg) -- For years, the biggest nations have tried to to outsmart tax dodgers and reclaim trillions of dollars stashed in off-shore accounts. Many of them are tired of waiting and now just want to make peace and bring some of the money...
The 2016 campaign is shaping into one of the most divisive elections in history, and a new study finds that one party has an advantage when it comes to planning for the future. According to Personal Capital’s 2016 Election Survey, Republicans...
This article in our “Asset Protection Success Stories” series focuses on a common business operated by our client base: a medical practice...
For the typical married couple, the costs of long-term care (LTC) for just one spouse can easily consume a lifetime of accumulated assets...
What's old is new again.
Patrick Campion is returning to Deutsche Bank. Campion has been named Head of Wealth Management in the Americas, reporting to Fabrizio Campelli, global head of Deutsche Bank Wealth Management. Campion previously worked...
(Bloomberg) -- Why would anyone spend $24 million to buy a 1 percent stake in the New York Yankees? Minority ownership seems like a lose-lose proposition: A lot of money for very little power. For wealthy sports fans, though, it’s cool ...
Know the difference between legitimate and abusive offshore planning
