在加拿大有目的的管理和财富规划的选择

IF 0.2 Q4 LAW
Pamela Cross
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引用次数: 0

摘要

客户需求已经从以税收为中心的交易规划向利用家庭财富来解决社会和社区目的的规划转变。这些目的不得限于慈善目的或限于地理区域。管理结构正在以新的方式使用,并且正在引入新的结构来适应这些客户的需求。作者讨论了加拿大的情况以及加拿大法律如何适应(或不适应)这种管理模式
本文章由计算机程序翻译,如有差异,请以英文原文为准。
Alternatives for purposeful stewardship and wealth planning in Canada
Abstract There has been a global shift in client demands from tax-focused transactional planning to planning which accommodates using family wealth to address social and community purposes. These purposes may not be limited to charitable purposes or restricted to a geographic region. Stewardship structures are being used in new ways, and new structures are being introduced to accommodate these client needs. The author discusses the Canadian landscape and how Canadian laws may accommodate (or not) such stewardship models.1
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