The estate planning gap that’s tearing families apart
The statistic every wealthy family should take seriously A new study by STEP, the international organization of trust...
The big mistake that can break an offshore structure
In international wealth planning, choosing where to set up an offshore company isn’t a minor administrative step. It...
The bottom line on funds
Hi everyone, we hope you’re doing well. This month, we want to walk you through Family Investment Funds, what they...
Trusts and wealth planning: Why a will isn’t always enough
A recurring theme in wealth management is the assumption that a plan is complete just because the paperwork exists....
Wealth planning: Why a diagnostic review can prevent problems later on
There are times when everything seems to be in order. The assets are there, the structures are already in place, and...
15 years, making the complex, simple
I’m Martín Litwak, founder of UNTITLED, and today I want to tell a story that started fifteen years ago. A firm...
The value of time
Mise en place is a French expression used in professional kitchens, and one that has gradually made its way into...
Approved Manager
Annual Return Presentation regarding the assets and investors of the fund. Template for filing. Deadline: January 31st....