Emigrant Partners has been a fantastic collaborator, and Dakota Wealth Management is excited to build upon the success of our partnership. Together, we have achieved great things and look forward to even more exciting projects in the future. Linked below is the Citywire RIA exclusive article announcing this second-round investment.
Investing can do good and create returns.
This is the story of Launch Capital Partners, a real estate group that has reimagined what’s possible with refugee housing.
Find the whole story at the link in the comments.
THOUGHTFUL CONVERSATIONS | INSPIRED ACTION
Family Offices, Family Governance, Legacy Planning
In June 2024, international estate planning was discussed by family office representatives, advisors, and clients.
Some topics included navigating the global landscape of private clients, Cyprus as a preferred EU jurisdiction, and key tax considerations for wealth and succession structures.
Highlights from the discussion included citizenship-by-investment, diversification, and the advantages of Cyprus, such as its strong currency and political stability.
The concept of offshoring wealth or succession structures was explored under various scenarios.
Creating impactful wealth secures a family's future and fosters intergenerational family connections.
Christos MalikkidisLisa CzepekNicole Paulsen
THIS BLOG GOES LIVE ON MONDAY, AUGUST 12, 2024 AT NOON
Understanding Canada Trustees: Types, Roles, and Responsibilities Explained | A Comprehensive Guide
Ira Smith Trustee & Receiver Inc.
167 Applewood Crescent #6, Concord, ON L4K 4K7
(647) 799-3312
VISIT THIS SITE:
https://lnkd.in/eXYXHn_S
Are you looking for a comprehensive guide to understanding Canada trustees? In this video, we'll break down the different types of trustees, their roles and responsibilities, and what you need to know to navigate the world of trustee services in Canada. Whether you're a business owner, an individual, or simply looking to learn more about the role of a trustee, this video is for you. We'll cover topics such as the different types of trustees, including bankruptcy trustees, estate trustees, and property trustees; the responsibilities of a trustee, including managing assets, paying debts, and distributing assets; and the benefits of working with a trustee, including peace of mind, reduced stress, and expert guidance. So if you're looking for a clear and concise guide to Canada trustees, watch this video to learn more.
#CanadaTrustee#LicensedInsolvencyTrustee#EstateTrusteeCanada#TrusteeInCanada#TypesOfTrusteesCanada#RolesOfATrusteeCanada#TrusteeResponsibilitiesCanada#TrusteeObligationsCanada
Malta possesses all the requirements for a secure and efficient wealth management hub, which attracts high-net-worth individuals and affluent families looking for a cost-effective European base for their assets.
Malta is one of the few countries that allows both trusts and foundations, which is advantageous for a variety of reasons. In addition to being used for succession and estate planning, they can also be utilised to minimise tax exposure and portability of assets.
Find out more about the benefits of Establishing a Trust in Malta in the video, and arrange a consultation with one of our seasoned experts to discuss how can we help you with Setting Up a Trust in Malta. 👉 https://lnkd.in/eaG23ABq#Trusts#Foundations#WealthManagement#AssetProtection#EstatePlanning#TaxResidency#PapilioServices
When an Expat Marries a Non-American: Inheritance Issues
Did you know that inheritance tax laws can significantly differ depending on your expatriate status? If you're an American expat married to a non-American, it's crucial to have a deep understanding of these potential tax implications to protect your financial assets.
Here are key points to remember:
- Americans married to non-Americans face unique tax situations upon their death, especially when it comes to the inheritance of their assets.
- Though there may not be estate tax issues immediately after the death of the American spouse, the real problems can potentially arise upon the death of the non-American spouse. They could face a significant estate tax of 40% of the portfolio value.
- These complications underline the necessity of setting up portfolios correctly for cross-border families.
- Specialist advice is crucial for navigating these tax complexities. Consider working with a Cross-Border Investment Advisor who has a deep understanding of such situations.
Protect your family's financial future! Make sure your investments and estate are structured correctly regardless of your or your spouse's nationality.
Feel free to reach out if you have questions or simply want to learn more about this critical topic!
Remember, every investment decision you make today can significantly influence the financial wellbeing of your loved ones in the future!
#CrossBorderInvestment#Expats#EstatePlanning#FinancialPlanning#TaxImplications
Leading Citizenship by Investment Country – St. Kitts and Nevis
Amidst evolving regulatory pressures, St. Kitts and Nevis continues to distinguish itself.
This is done by proactively implementing measures such as mandatory interviews, increased investment thresholds, and collaborations with external due diligence providers.
St. Kitts and Nevis is further underscored by its willingness to navigate regulatory challenges and prioritise long-term industry stability.
The First. The Finest.
Visit https://bit.ly/43W2hR6 for more information.
#StKittsandNevis#CitizenshipbyInvestment#DueDiligence#Citizenship#InvestmentMigration
Director, Senior Wealth Advisor at Dakota Wealth Management
5moExciting times!