• Insight. Continuity. Guardianship.

    Insight. Continuity. Guardianship.

We drive positive change within the wealth and succession planning sector by promoting different points of view on industry matters.

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Insight
As families grow larger and their family businesses develop and increase in scale, the relationship between family members and the different parts of the family private wealth structure can grow incredibly complex. A family constitution seeks to set out values and aspirations for the family in regulating those relationships and also providing for effective and efficient communication between them.
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Gordon Stuart, Managing Director of Accuro Trust Mauritius, answers various questions about trust and estate planning.
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In this video, Mustafa Hussain, Private Office Legal Counsel at Accuro, is looking at the legal origins of trust. When seeking to understand trusts and how they may help you as a family or an entrepreneur, it is important to look at the concept of equity and where it developed from in the first place and how that led in turn to the development of the trust.
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This article examines the genesis of Shariah and common law trusts and examines how those may be reconciled with each other. Whilst on the face of it, these distinct systems of law seem very different to each other, there are actually a large number of similarities between them.
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Kripa Sethuraman, Head of Private Office at Accuro, explains how essential a robust governance process is to the successful preservation of family wealth.
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In this webinar, Kripa Sethuraman, Head of Private Office at Accuro, is discussing the challenges and benefits of setting up a family office, including cost, staffing and location. She is also talking about the process of establishing the purpose and a methodology to measure outcomes of the family office in its various configurations. The objective of this session is to help wealth owners and their advisors reflect upon whether a private office is a feasible option for their families, and how to take the first steps to undertake the journey.
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In this video, Kripa Sethuraman, Head of Private Office at Accuro, is sharing the tools to organise the family and the family wealth effectively for the long term.
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Megan Toal, Group Head of HR & OD, provides insight on how Accuro Fiduciary has dealt with the COVID-19 crisis to date.
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In the Private Client industry a lot of key terminology sounds similar but have different meanings. In this video, Mustafa Hussain, Private Office Legal Counsel at Accuro, will try to dispel some of the misconception and clarify what these different terms mean.
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In this second video, Mustafa Hussain, Private Office Legal Counsel at Accuro, is giving you an insight about Family Investment Companies from a Middle East perspective.
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Mustafa Hussain, Private Office Legal Counsel at Accuro speaks about Family Investment Companies in Europe.
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I was delighted to have been selected as a judge, after Accuro was either nominated for, or won, Trust Company of the year (Midsize) for each of the last three years.
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This article examines the typical origins of entrepreneurial family wealth, considers and defines the differences between family investment companies, family business companies, family offices and family private wealth and compares and contrasts how the family investment company has been successfully used in contrasting ways in Europe and the Middle East.
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Bryan Hirsch, Managing Director of Accuro Gordon Stuart, and Head of Legal Services at Discovery Life Harry Joffe further discuss the topic of estate planning and what to do when it has gone horribly wrong.
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Accuro have a longstanding relationship with Southern African markets. They focus on the administration of structures that provide platforms for investment in and out of African countries in the following key categories: International private client families, Family business and co-investment opportunities, Philanthropy.
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The cornerstone of an Estate Plan, however small or large it may be, is having an updated Will. Why, is it that not only South Africans, but globally, people do not have a Will in place? Bryan Hirsch is joined by Gordon Stuart Managing Director of Accuro and Harry Joffe Head of Legal Services at Discovery Life to discuss this further.
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Michael Giraud and Verena Roberts reflect on global transparency legislation developments over the past five years.
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Taking a look at Estate planning and dealing with beneficiaries living overseas are Gordon Stuart, Managing Director of Accuro, and Harry Joffe, Head of Legal Services at Discovery Life.
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Michael Giraud comments on what independent trust companies need to do in order to thrive.
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Harry Joffe discusses estate planning and the purpose of a testamentary trust. Joining Harry for this conversation is Gordon Stuart, Managing Director at Accuro.
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Xavier Isaac explains what the introduction of trust into the Swiss legal system will mean for the country's industry.
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Michael Giraud and Simon Hart address the practical implications of Jersey's new economic substance requirements for trust company businesses.
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Michael Giraud and Mark Pinnick highlight key emerging trends for High-Net-Worth families in the Middle East.
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Gordon Stuart, Managing Director of Accuro, and Harry Joffe, Head of Legal Services of Discovery Life joins Brian Hirsch as they discuss Estate Planning and the choices that you have to make about securing the financial well being of those you leave behind
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Michael Giraud and Verena Roberts examine the evolution of the Trust and its return to its origins as a tool for estate and succession planning.
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Paul Douglas, Managing Director of Accuro Jersey, answers to Citywealth: What is the ongoing effect for the trust industry?
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The responsibilities of wealth are manifold and can impose on the pursuit of tranquillity and happiness if they are not actively managed.
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Gordon Stuart, Managing Director of Accuro takes another look at Estate Planning.
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Challenges of applying modern standards of administration to structures that were set up in the last century.
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Xavier Isaac, CEO of Accuro, gives a 60 seconds interview to STEP.
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Simon Hart and Michael Giraud detail the responsibilities of the Trust Company Director.
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Two important legal documents that are encompassed in Estate Planning are your Will and Trust documents. It is imperative that these documents are regularly reviewed to take into account any changes relating to you and your family. It is often overlooked how you are legally married and the impact of your marriage on Estate Planning. Gordon Stuart the Managing Director of Accuro, and Harry Joffe, Head of Legal Services of Discovery Life give their insight to Brian Hirsh of "You and Your Money".
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Michael Giraud and Paul Douglas outline compliance requirements from a Jersey perspective and examine the opportunities for professional trustees.
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The principal point of contention is often the actual physical transfer of information and files from the outgoing trustee.
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Why Trust Businesses should heed the advice they give their clients and organise their own succession.
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Taking another look at estate planning encompasses retirement tax and investment planning however the cornerstone always revolves around a valid Will which allows you to specify how you want your assets distributed. Making use of a trust could also be a viable estate planning tool however it's not always in everyone's interest to always use this method as many South African are now listed globally. Joining Bryan Joffe in this edition of You and Your Money is Gordon Stuart Managing Director at Accuro.
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Accuro’s chief executive Xavier Isaac examines the trend towards philanthropic giving and how Switzerland is at the forefront.
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En Suisse, 67% des habitants sont des donateurs et un ménage soutient en moyenne 4 associations par an. La philanthropie ne diffère de la générosité sans doute que par l’ampleur de ses moyens et de son organisation.
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It took about 10 years to score the try of the initiative of the Swiss Association of Trust Companies (SATC), resulting in the belated but welcomed inclusion of trustees in the Federal Act on Financial Institutions (FinIA). At first, only independent portfolio managers were in scope but this has now changed. The new law should be enacted at the beginning of 2018 or in the course of 2019 at the latest.
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Michael Giraud and Dale McNutt look at the trend of banks ‘de-risking’, and what that means for trustees
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Selon le CEO de la société de trust à Genève la réglementation LEFin éliminera le manque de visibilité de l’industrie.
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Any person who has recently opened a bank account will confirm that the process is becoming more onerous and challenging.
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Michael Giraud and Steve Gully offer recruitment advice for attracting staff with the experience necessary for specialist trust work.
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In a bid to protect themselves against geopolitical and currency risks, many South Africans have been investing a growing part of their wealth offshore. Due to the different laws applicable, estate planning across multiple jurisdictions is a complicated exercise and it is advisable to seek specialist advice for each country.
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This month Natacha Onawelho-Loren discusses with Lawyer Monthly all about trusts and matters business start-ups should consider.
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Paul Douglas, Managing Director, and Michael Giraud, Client Services Director, at Accuro Trust (Jersey) explain why the client perspective should not be ignored in a fast-moving fiduciary landscape.
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Mirror, mirror on the wall, who’s the fairest trustee of all? If it was as simple as this advisers would almost certainly breathe a collective sigh of relief.
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Impact for the trust sector of the relevant changes on the regulatory, legal and compliance fronts.
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Why has trust company ownership suddenly become such an attractive proposition for private equity funds, ask Paul Douglas and Michael Giraud.
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Paul Douglas and Michael Giraud assess how practitioners’ billing practices have changed.
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Michael Giraud and Dale McNutt o!er trustee strategies for ensuring long-term harmony between those involved in a family business.
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Long before Africa was considered the rising star of the global economy, Jersey was proud to boast an affinity with the continent.
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We all love a bargain. Indeed, most of us have been tempted into buying something that, deep down, we knew was simply too good to be true.
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Charles Darwin is best know for his contributions to evolutionary theory and he is less well known as an offshore visionary...
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Accuro Geneva

1, Rue du Pré-de-la-Bichette
PO Box 1744
1211 Geneva 1
Switzerland

T + 41 22 807 2000
E geneva@accurofiduciary.com

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Accuro Jersey

PO Box 344
One The Esplanade
St Helier
Jersey JE4 8UW

T + 44 1534 512 512
E jersey@accurofiduciary.com

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Cyber Tower II
Ebene Cybercity 72201
Mauritius

T + 230 403 0400
E mauritius@accurofiduciary.com

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T + 44 20 3709 4611
E london@accurofiduciary.com

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T + 41 79 443 8344
E zurich@accurofiduciary.com

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