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trustees

August 17, 2021

Charitable giving is increasingly becoming a keystone in ultra-high net worth family estate planning.  Therefore, in considering how to unwind an estate plan on divorce, thought must be given to how to disentangle the family’s charitable activities.

Charitable giving is increasingly becoming a keystone in ultra-high net worth family estate planning.  Therefore, in considering how to unwind an estate plan on divorce, thought must be given to how to disentangle the family’s charitable activities.

How a philanthropic programme can be bisected such that each party can pursue their own independent path depends significantly on the form of that programme; at its most complex it involves a close investigation of UK charity and trust law to determine the best way to separate the two individuals.

June 15, 2021

What are some of the key legal considerations that family offices need to consider when structuring investments in a post-Covid world? How have wealth-holder responsibilities and priorities changed within this new era?

What are some of the key legal considerations that family offices need to consider when structuring investments in a post-Covid world? How have wealth-holder responsibilities and priorities changed within this new era?

March 27, 2021

James Packer’s Crown Resorts considers $6.2 billion Blackstone bid, Next-gen hotel heir David Marriott to succeed father Bill Marriott, Grosvenor Estate appoints new family office head in management revamp.

James Packer’s Crown Resorts considers $6.2 billion Blackstone bid

Crown Resorts, Australia’s largest casino operator and majority owned by billionaire heir James Packer, is mulling an acquisition offer of $6.2 billion from US private equity giant Blackstone.

February 2, 2021

Some beneficiaries discover that faith in fiduciaries can be misplaced. A combination of events, poor decision making, or even malign actors can see the value of fortunes thought to be in safe hands wiped out. 

Some beneficiaries discover that faith in fiduciaries can be misplaced. A combination of events, poor decision making, or even malign actors can see the value of fortunes thought to be in safe hands wiped out.

What should a beneficiary in such a position do next? The first step is to obtain information.

Information gathering

July 30, 2019

The Dennis M Jones Family Foundation and the Institute for Private Investors are delighted to announce the third year of the Jones Prize in Philanthropy.

The Dennis M Jones Family Foundation and the Institute for Private Investors are delighted to announce the third year of the Jones Prize in Philanthropy.

This year the Jones Prize is a $30,000 grant and two runner-up grants of $10,000. The grants will be gifted to charities that have been aided by the efforts of an individual who has demonstrated exceptional work in philanthropy. The awards will be given at the institute’s Fall Forum in New York City on 24 September.

April 4, 2017

Well planned and managed trusts can be a huge help in managing family business wealth and legacy but what happens when the relationship between trustees and beneficiaries breaks down? Richard Manyon, disputes resolution partner at Payne Hicks Beach, takes a look.

Well planned and managed trusts can be a huge help in managing family business wealth and legacy but what happens when the relationship between trustees and beneficiaries breaks down? Richard Manyon, disputes resolution partner at Payne Hicks Beach, takes a look.

May 28, 2015

Australia’s wealthiest woman, Gina Rinehart, has been order by the supreme court to pass control of the family trust to her daughter, ending a four-year feud with two of her children, and loosening her grip on the family firm.

Australia’s wealthiest woman, Gina Rinehart, has been order by the supreme court to pass control of the family trust to her daughter, ending a four-year feud with two of her children, and loosening her grip on the family firm.

The second-gen to a iron ore mining empire, Hancock Prospecting, Rinehart changed the vesting date of the multi-billion dollar Hope Margaret Hancock Trust in 2011 to 2068, just days before it was due to pay out.

July 9, 2009

Within the family office the role of the trustee is to safeguard assets and present investment options to the family. In today’s litigious society failure to manage these duties can be severe. Henry Frydenson outlines the pitfalls for trustees and offers advice on ways to avoid problems

Within the family office the role of the trustee is to safeguard assets and present investment options to the family. In today's litigious society failure to manage these duties can be severe. Henry Frydenson outlines the pitfalls for trustees and offers advice on ways to avoid problems

May 1, 2006

Charles Lowenhaupt explains how US families can use ‘dynasty trusts’ to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries’ lifetime

Charles A Lowenhaupt is chairman and CEO of Lowenhaupt Global Advisors, a North American family office. Charles will be speaking at Campden Conferences' European Family Office Conference in London.

Charles Lowenhaupt explains how US families can use 'dynasty trusts' to ensure their business and financial legacy lives on beyond their generation – but the real key is finding the right trustee wealth steward to manage the assets beyond the benficiaries' lifetime

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