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The key to identifying the status of any insurance contract is consistent, periodic review with a comparison to the original model, the last review and current market benchmarks. This systematic approach will show the impact of reductions or increases in the crediting rate, in policy charges and of the position of the product itself in the market.

This article reports on Philip Richards, a wealthy entrepreneur who has given away to charity half his 8 million pound salary.

B&M Client Alert governing a New Exit Tax and other "onerous provisions" in expatriation tax rules.

This press release reports on the pre-crisis boom for some of the world's leading private banks whose asset growth was driven by net new money and the seemingly inexorable rise of global equity markets.

This article deals with the use of the Delaware Asset Protection Trust to save taxes, protect assets, protect estate planning vehicles and provide options for non-resident aliens.

Once largely overlooked, the impact of realized transaction costs on investment performance is now well recognized. Indeed, transaction costs can substantially reduce, or even eliminate, the notional returns to an investment strategy. Reducing transaction costs through technology or improved trading strategies thus has an immediate impact on investment returns.

Proper asset allocation and estate planning is often the best gift to children who have neither an interest in, nor propensity for, running the family business. Sale of the family business is usually a once-in-a-lifetime chance to achieve meaningful liquidity, and well-qualified advisors can add much more in transaction value and stress relief than they take away in fees.

Pre-IPO investing is one of the themes in the market today. There are in London many, many firms dedicated to the sales of shares in this area. It is often said that pre-ipo investing should be avoided as anything worth buying does not need to be sold.

Evolving legislation and stricter governance standards on corporations has resulted in increased personal liability risk for directors and officers who respectfully serve on boards. In the wake of the Enron and Worldcom debacles, liability exposures of corporate directors and officers have increased dramatically. Regardless of the company's size, a wide range of actions can be brought about by any number of parties, which could ultimately endanger the personal assets of directors and officers and jeopardize the underlying company's financial stability.

Newsletter of the Synergos Institute dedicated to disseminating best practices and innovations in philanthropy and social investment around the world.