Tag: Planning

Investment planning in times of financial stress

Investment planning in times of financial stress

The COVID-19 crisis of 2020 has taken its toll on the world – the tragic loss of life, the devastating social distancing from loved ones and the financial impact on economies across the globe. Global equity markets fell sharply from the middle of February, with drawdown levels of -35% in […]

Setting your financial foundations

Setting your financial foundations

When our lives are full and there are not enough hours in the day, reviewing finances can often be the last thing on the agenda. We have so many things to focus our energy on, whether that’s our career, our home, our children, caring for parents, charitable work or simply […]

Wealth Management for International Americans

Wealth Management for International Americans

Wealthy international families often have assets spread out across multiple jurisdictions as they move themselves and their families for personal, lifestyle or business reasons. This creates both headaches and opportunities for managing wealth above and beyond the task of simply picking appropriate investments, and frequently these people find themselves poorly […]

A United Approach | Series 1 Episode 3 | Buying Real Estate

A United Approach | Series 1 Episode 3 | Buying Real Estate

Subscribe now to our Podcast series ‘A United Approach’ for unprecedented insights into how you can navigate the complexities faced by US expats in the UK. Robert Paul, Partner in the US Family Office spoke to Richard Rogerson, CEO at RFR and Carlo Grey, Partner at Buzzacott about the tax implications […]

A United Approach | Series 1 Episode 2 | Estate Planning

A United Approach | Series 1 Episode 2 | Estate Planning

Subscribe now  to our Podcast series ‘A United Approach’ for unprecedented insights into how you can navigate the complexities faced by US expats in the UK. Estate Planning Robert Paul, Partner in the US Family Office spoke to Chris McLemore, Attorney at Butler Snow and Rachel Davison, Senior Counsel at […]