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Private Wealth Perspectives - Issue One
Welcome to Issue One of Private Wealth Perspectives.
We have put together this Private Wealth Perspectives newsletter to act as a digest of themes in succession planning, wealth preservation and private wealth disputes. In addition, we provide insights into diversity in wealth and the use of private fund structures for family offices.
We hope you enjoy reading Private Wealth Perspectives! We look forward to your feedback and any suggested topics you would like to see covered in 2024.
If your colleagues would like to receive future private wealth updates and newsletters from us, we invite them to subscribe to our mailing list.
Ed Devenport, Global Practice Leader, International Trusts and Private Client
Explore our latest issue
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Succession planning and wealth preservation in uncertain times
Families have always been concerned that their assets pass in accordance with their expectations and are protected, and their loved ones are looked after. These concerns have been heightened particularly by recent events which have led to an increased use of offshore trusts and foundations by individuals in the Gulf Cooperation Council (GCC) to protect assets against geopolitical risks. This article suggests options for GCC residents who have assets in the region as well as assets in other countries.
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Key trends shaping the landscape of private wealth disputes
In this article we explore the key trends which are currently shaping the landscape of private wealth disputes. This includes the rise of mental capacity as a central theme of disputes, due in part to the wider recognition of the seismic consequences of establishing mental incapacity on the part of the relevant decision maker.
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Family office funds
Extending the remit of a family office to establish a bona fide fund presents many challenges. One of these is balancing the right investment fund structure for the family office and its beneficiaries while making it attractive for outside investors. This guide considers the benefits of using Jersey or Guernsey and explores the key steps needed to launch an investment fund within your family office.
How women are managing family wealth
With an increasing number of women managing the family wealth or founding businesses, we are consciously evaluating the support required to cater for our clients' needs holistically for today and tomorrow, as wealth is created, preserved and transitioned to the next generation. This article covers key takeaways and insights based on our experience with families and their professional advisors, which we hope you will find useful in determining the best structure.
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Upcoming events – meet our team in person
- Mourant Trusts and Private Wealth Seminar, Zurich: 30 November 2023
- Private Client Exchange Forum, Cayman Islands: 16-17 January 2024
- ThoughtLeaders4 Private Client: The 2024 Practitioners’ Forum on Stress Testing Trust Structures, London: 18 January 2024
- Wilberforce Trust Litigation Day, London: 29 January 2024
- Legal Week PGCE Trust and Estates Litigation Forum, Morocco: 4-6 February 2024
- Private Client Forum Americas, Mexico: 28 February-1 March 2024
For more information on our Private Wealth offering, or any of the issues covered in this newsletter, please contact one of our team for an initial discussion.
Contact
About Mourant
Mourant is a law firm-led, professional services business with over 60 years' experience in the financial services sector. We advise on the laws of the British Virgin Islands, the Cayman Islands, Guernsey, Jersey and Luxembourg and provide specialist entity management, governance, regulatory and consulting services.
