When Babel PR first announced its transition to an employee-owned model in 2024, the headlines were quiet. A midsize UK-based communications agency pivoting its corporate structure doesn’t normally ...

A trust structure, commonly used for estate planning, can be problematic in certain civil law jurisdictions, such as those in many European countries. Recent acts enacted in Wyoming and New Hampshire ...

Trusts are versatile estate planning tools that can be tailored to suit your specific objectives, assets, beneficiaries, and planning horizon. Whether preserving wealth, protecting vulnerable heirs, ...

Forbes contributors publish independent expert analyses and insights. I cover Wealth Preservation in its legal permutations One of Conner's clients was a dentist by the name of Ryan L. Ulibarri of ...

When it comes to estate planning, families often wonder whether it's better to leave behind a trust fund or a traditional ...

Many high-net-worth individuals and families use a private trust company (PTC) when looking to structure their family wealth. Given that settlors of trusts are sometimes reluctant to relinquish ...

Terry Lamb, CEO and founder of TLAMB INC, designs tax and wealth structures trusted by high-income clients, elite CPAs and serious advisors. There is a class of entrepreneurs that appears to be ...

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that the shareholders of First Trust SSI Strategic Convertible Securities ETF (Nasdaq: FCVT) (the “Fund”), a series of ...

First Trust Announces Shareholder Approval of New Investment Sub-Advisory Agreement and “Manager of Managers” Structure for First Trust Smith Opportunistic Fixed Income ETF (FIXD) and First Trust ...