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Money managers and brokers: Protecting the assets without losing the client

July 20, 2016
Money managers and brokers: Protecting the assets without losing the client

Money managers and brokers find themselves uniquely positioned to advise their clients on a range of issues, including asset protection. Whether they are queried by the client, or are proactively counseling the client on risk, advisors often steer client decision making on the various options for asset protection planning. Unfortunately, some effective options for asset […]

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BizTalk Radio features asset protection expert Howard Rosen

July 19, 2016
BizTalk Radio features asset protection expert Howard Rosen

  What is asset protection planning? How are offshore trusts utilized in effective asset protection? Noted small business expert David Wolf educated himself and his audience on the practice of offshore asset protection planning when he interviewed offshore trust expert Howard Rosen on the BizTalk Radio Network. Listen to the full interview here:   BizTalk […]

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Common client questions: What happens when I die, when my spouse dies?

June 29, 2016
Common client questions: What happens when I die, when my spouse dies?

What happens when I die, when my spouse dies? The trust has built-in mechanisms to handle the death of one settlor, the simultaneous death of both settlors, and the needs of the surviving settlor.

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Asset Protection Success Stories: The Teenager

Asset Protection Success Stories: The Teenager

This article in our “Asset Protection Success Stories” series focuses on an issue close to home for many American families, and that is the liability associated with a teen driver.

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“Fraud Mecca” claims denied by Cook Islands FSDA

“Fraud Mecca” claims denied by Cook Islands FSDA

The Cook Islands financial services industry has been a leader in trust legislation and professional services, and has grown in the past 30 years and outpaced many of its neighbours in the implementation of international standards.

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