Tag Archives: Asset

Asset management in South Africa – Ten things to know

1. Licensing of asset managers South African asset managers must register as financial service providers (FSPs) with the Financial Services Board (FSB) under the Financial Advisory and Intermediary Services Act (FAIS). Any person carrying on asset management business in South Africa, … Continue reading

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Latest issue of Global Asset Management Quarterly now available

The eighth issue of our Global Asset Management Quarterly is now available. You can also register to automatically receive each issue as it is released. This publication highlights key developments that will be of interest to, and affect, our asset … Continue reading

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Five Mistakes to Avoid in High Asset Divorce

Divorcees with high-value assets follow the same laws as everyone else getting a divorce. The difference is that wealthy individuals have more at stake in terms of finances. The process of dividing up their assets is often more complicated because the … Continue reading

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Abusive Tax Schemes Often Cause Confusion in the Asset Protection Planning Arena

When clients come to see me for asset protection planning, I will occasionally get questions about offshore trusts that are part of abusive tax shelters and which the client has read about or seen described on the news. A man … Continue reading

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Aggregation and Step-Transaction Doctrines in Asset Sales

Thanks to our friends at CourtroomView I was able to watch the argument last week's arguments before the Delaware Supreme Court in the BNY Mellon v Liberty Media litigation. There weren't many fireworks in the courtroom, but isn't that the… … Continue reading

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