Navigating International Legal Considerations for Advisors Serving Multi-National Families: Part 2
November 10, 2023 – ArticleTrusts & Estates
Laura Zwicker, Private Client Services Group Chair, authored "Navigating International Legal Considerations for Advisors Serving Multi-National Families: Part 2" in Trusts & Estates.
Excerpt:
As high-net-worth and ultra-high-net-worth (UHNW) families increasingly become “global citizens,” the family offices that support them have had to expand their focus from efficient investment and tax management to now encompass the legal and non-legal aspects of protecting the wealth and reputation of their families across a global set of complex and ever changing compliance regimes as family members acquire spouses and families, as well as assets, in multiple jurisdictions.