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The business of families
Use a will or a trust in estate planning?
Therapists Tackle Emotional Burden of Being Rich
A Defective But Useful Trust
Buffett Backs Estate Tax
The Role of Advisors in Charitable Planning and De...
Lloyd Blankfein and Ken Moelis on Wall Street Risk...
Hong Kong’s millionaires stay ahead of those in Si...
Norway's oil fund to grow to $600 bln
Now flush, Norway turns tables on Sweden


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Monday, October 30, 2006

Are you and your heirs set to keep it in the family?

You don't need Warren Buffett's bank account to be concerned about how your offspring will handle their inheritance. Read more...

posted by Charles Monat Associates at 12:14 PM | 0 comments


Sunday, October 15, 2006

Japan life insurance premiums expected to fall

Japan's Financial Services Agency on Friday announced a plan to revise a standard mortality table, a step that should help to lower life insurance premiums.

The table will be revised for the first time in 11 years, effective from April 2007, to reflect the recent increase in life expectancy. Read more...

posted by Charles Monat Associates at 5:37 PM | 0 comments


Generation gap affecting successful transfer of family wealth in Asia: study

A study commissioned by private bankers ABN AMRO shows a generation gap is affecting the successful transfer of family wealth in Asian families.

The study shows that despite most private wealth in Asia coming from family firms, few are successfully handed down. Read more...

posted by Charles Monat Associates at 5:35 PM | 0 comments


Why do you need a Will?

With a busy life to lead, you may think that arranging a Will is not very urgent. Understandably enough, many people imagine that when they die, everything they own automatically passes to their Partner. Unfortunately, this is not always the case.

Making a will means that all of your assets and property are properly distributed to those people who you decide should receive them.

Dying without a will is known as dying intestate, and can often result in heartache and stress for loved ones and next of kin. Read more...

posted by Charles Monat Associates at 5:32 PM | 0 comments


Business Succession: It's Time for the Next Generation to Take its Turn

"Show you're interested, don't take anything for granted, take on assignments that will build experience, make sure you get the training required for your position and maintain a solid network of contacts." Read more...

posted by Charles Monat Associates at 5:30 PM | 0 comments


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