July 2025 - Holdun
Estate Planning for Global Families

Estate Planning for Global Families

Estate Planning for Global Families: Why The Bahamas Is the Ideal Jurisdiction Estate planning for global families is rarely straightforward. When members reside in different countries, hold assets across jurisdictions, and face overlapping regulatory, tax, and legal...
The Hidden Risks in Traditional Portfolios

The Hidden Risks in Traditional Portfolios

When Playing It Safe Isn’t So Safe For decades, the default for many ultra-high-net-worth (UHNW) individuals has been to build portfolios heavily weighted toward domestic assets, national equities, bonds, real estate, and business interests. While often viewed...