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Showing posts from October, 2023

WEALTH PLANNING STRATEGIES: WHY YOU NEED ONE

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HOW TO BUILD YOUR INDIVIDUAL VIRTUAL FAMILY OFFICE

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This video explores the benefits of a virtual family office, which leverages technology and virtual collaboration in an agile and multi-disciplinary setup. We examine the structure of a virtual family office , family governance, virtual family office governance, virtual family office technology, the coordinator's role, and the importance of the human element. By focusing on realistic in-house core capabilities and services and integrating external professional service providers in a technology-empowered collaborative environment, a virtual family office can lead to a platform ecosystem and modular aggregation of leading and innovative solutions. It can dynamically adapt to the family's evolving needs and enable results that provide the family with peace of mind. Join us as we delve into the world of virtual family offices and discover how they offer many advantages in terms of efficiency, communication, agility, and costs.

ESTATE PLANNING TRUSTS: WHAT, HOW, AND WHEN?

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we'll explore the benefits and use cases of estate planning trusts, the parties involved, and the types of trusts. also discuss how estate planning with trusts can reach its limits when inheritance laws conflict with trust provisions and provide ways to prevent trust disputes and litigation. Finally, we'll explore how combining trusts with other estate planning vehicles can enhance your estate planning arrangement.