On July 11, 2008, the Internal Revenue Service issued proposed guidance (Notice 2008-63) regarding the estate, gift, generation-skipping and income tax issues involved with trust companies that are ...

Clients generally have several key desires regarding their trust planning. These desires, prioritized differently by each client, are: some form of governance structure for the family trusts; privacy; ...

People who have trusts as part of their estate plans typically will need to show the trust agreement when conducting business on behalf of the trust. Not everyone wants to show their entire trust ...

A private trust sounds like a billionaire’s trick to stash wealth in offshore havens. But it’s actually a clean, underrated structure for Indian families juggling succession, asset protection, or care ...

Northern Trust is now a 13-time winner of “Best Private Bank in the U.S.” which is part of the Global Private Banking Awards created in 2009 to recognize excellence in the wealth management industry ...

India’s wealthiest households are quietly transforming the way they manage money. Moving away from ad-hoc advice and fragmented arrangements, families are increasingly adopting formal family offices ...