WE’s Joseph Kellogg Discusses Multi-Jurisdictional Wealth Planning in Family Wealth Report

June 1, 2015

In a recent article published by Family Wealth Report (FWR), Joseph Kellogg, WE Family Offices’ wealth planning executive, discusses the heightened demand for multi-jurisdictional wealth planning. Many wealthy families have assets globally, which puts complex challenges on each family’s wealth planning needs because each jurisdiction has different rules for taxes, succession, compliance, accounting and ownership.

Mr. Kellogg explores the changes in the family office realm due to this demand, and ways advisors can strengthen their ability to serve cross-border clients. Mr. Kellogg also discusses what families should look for in “cross-shore advisors” such as, planning strategies that are sensitive to geo-political changes, timely investments, creating governance and shareholder agreements and facilitating wealth transfer across borders.

To read the full article, click here: http://www.fwreport.com//article.php?id=162571#.VVVPxGZWnsA

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