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NewstarWealth strengthens U.S. financial planning practice

9/18/2020

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Recently, our team has strengthened its U.S. planning practice by assisting various clients on U.S. domestic trusts including IDGTs (Intentionally Defective Grantor Trust), BDIT (Beneficiary Defective Inheritor's Trust), GRATs (Grantor Retained Annuity Trust) and other complex trust, estate and financial planning methodologies.  NewstarWealth focuses on both cross-border and U.S. domestic financial planning for HNW business owners, assisting owners to contemplate their operating business in a family trust.
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    NewstarWealth​ focuses on providing custom-tailored financial planning advice to global individuals and their Family Corporations.

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