Blog
Dispute Resolution: Tips for Achieving a Successful Outcome
Dispute resolution is an alternative to litigation that can help resolve conflict without the cost and time involved in going to court. Dispute resolution is most commonly used in civil cases where there are no criminal charges. Mediation and arbitration are two of...
The Queen’s Succession Plan and What Family Offices Can Learn from It
The passing of Queen Elizabeth II led to a new reign in the UK after more than 70 years under the same monarch. As King Charles III takes the throne, family offices everywhere can learn from a succession plan that has been in the making for almost three-quarters of a...
Estate Planning: Must-Do Checklist
Making an estate plan ensures that your assets, possessions and property are distributed amongst your loved ones in the way you want them to be when you die. The primary component of any estate plan is a last will and testament. The PDF attachment looks at what this...
Wealth Planning: Trusts Vs. Foundations
Trusts and foundations are two separate legal entities that can be used in wealth planning to protect and distribute assets both during life and at the end of life. While both essentially act as wealth management tools, there are many key differences between the two....
Estate Planning: How to Discuss the Future with Parents
Estate planning can be a tricky conversation for people to have with their parents. Essentially, it involves looking to a future where the parents are no longer around, which can make things difficult to discuss openly. However, ensuring parents have an estate plan in...
The Importance of Succession Planning for Family Start-Up Longevity
Global studies have shown that the vast majority of businesses worldwide are either wholly or partly family-run. However, research suggests that as many as three-quarters of all these businesses fail to make it beyond the first generation. Some more statistics for...
Choosing the Right Method of Alternative Dispute Resolution
Alternative dispute resolution, often referred to using the acronym ADR, is a way of resolving problems without having to go to court. There are three primary methods of alternative dispute resolution: mediation, arbitration and conciliation. For consumer problems,...
Tips for Creating a Successful Family Business Succession Plan
There are many reasons why people choose to start a family business, such as flexible working hours, job creation, learning new skills and more. However, most of the reasons why people start family businesses revolve around creating a legacy that can be passed down to...
Charitable Giving as Part of Philanthropy
Often, people will make charitable donations to provide support in response to a crisis or humanitarian need. This type of giving can be an emotional response to an issue, as people will likely donate to a cause that’s close to their hearts. This was apparent during...
The Benefits of Alternative Dispute Resolution
Alternative dispute resolution, or ADR, is an umbrella term used to describe all forms of dispute resolution that take place outside of a formal legal setting such as a courthouse. This does not mean the results of ADR are not legally binding – in several cases,...