What if the fortress you've built to protect your wealth is nothing more than a house of cards, ready to collapse at the first legal challenge? Picture a successful entrepreneur, confident that their assets are shielded by a meticulously crafted plan, only to face a lawsuit that strips away
The Philippines is navigating a transformative period following the closure of the estate tax amnesty program on June 16, with a final document submission deadline of June 30. This initiative, extended under Republic Act 11956, offered a flat 6% tax rate for estates of decedents who passed away on
Imagine a financial shift so monumental that it redefines not just bank accounts but the very essence of inheritance—a staggering $124 trillion is set to change hands by 2048 in what’s being called the Great Wealth Transfer. This isn’t merely about passing down money from one generation to the
In an era where financial planning often feels impersonal and driven by algorithms, a new firm has emerged with a refreshing emphasis on family values and personalized service. Based in Southfield, Michigan, this recently launched wealth management company opened its doors in July, aiming to
In the ever-evolving world of commercial real estate, few companies have captured the spotlight quite like CBRE Group, Inc. (NYSE: CBRE) with its exceptional performance in the second quarter of this year. As a global leader in real estate services and investment, CBRE has not only outperformed
In a landmark move that has sent ripples through the asset and wealth management sectors, a major North American diversified financial firm has completed a transformative take-private transaction valued at an impressive C$12.1 billion in enterprise value. This deal, finalized recently, marks a
