What are the considerations for HNWIs establishing offshore trusts? How do HNWIs plan for the inheritance of digital assets?

Trillions of dollars will pass to the children of the world's richest families in the coming decades in what is being dubbed as The Great Wealth Transfer. Oct 14, 2021 ... Planning for High Net Worth Individuals: Proposed Tax Changes and What to Do About Them. Congress is currently debating a budget ... If you want to attract HNW individuals, you'll need to understand them. This blog covers five keys to managing the HNW client. What is a HNW Client? HNW clients ... Aug 8, 2024 ... Discover how specialized insurance for HNW can provide comprehensive protection for your high value assets, luxury home, classic cars, ... Apr 7, 2023 ... Invest wisely: To increase their wealth, they put their money into stocks, bonds, properties, and other financial products. · Effective ... Jun 25, 2024 ... Technically, the minimum tax proposed here is what is known as a presumptive income tax. ... high-net-worth individual. To be sure, the ... Aug 21, 2024 ... This term describes a person or household possessing considerable financial assets. Typically, HNWIs have assets totaling $1 million or more. At Chicago Partners, we define a high-net-worth individual as an investor with more than $1,000,000 in liquid assets. However, we are happy to make exceptions ... Feb 3, 2025 ... High-net-worth individuals expect exclusive, insightful content that speaks directly to their unique needs. This means leveraging data-driven ... We work with high-net-worth individuals like you to reduce liabilities through tax-smart planning and management. So you can keep more of what's yours to ...