30Jun

Acumum Sponsors STEP Global Conference

30 June 2016 Acumum Legal & Advisory 24

Acumum is very honoured to be able to sponsor the STEP Global Conference, being held in Amsterdam between 30th June – 1st July.

STEP – Society of Trusts & Estates Practitioners – is the leading practitioner organisation in the fields of trusts, foundations, estates, family office and wealth planning.

Acumum’s Managing Partner, Geraldine Noel, will be attending the conference and welcomes the opportunity to meet other practitioners and service providers in these fields. Please feel free to contact Geraldine Noel – [email protected].

About Acumum – Legal & Advisory

Acumum Legal & Advisory is a well-established set of multidisciplinary legal, tax and accounting firms located and managed in the tax efficient EU jurisdiction of Malta. It operates as a full service law firm with services including aviation, corporate formation, accounting, estate & wealth planning, taxation, intellectual property and more. The firm is overseen by Geraldine Noel, a British barrister – registered in Malta, working alongside an expert team of lawyers and accountants with extensive specialist commercial and private client expertise, particularly to an individual, corporate and family office clientèle.

07Nov

Family Office Conference 2015 – Acumum Invited To Attend

7 November 2015 Acumum Legal & Advisory 17

Acumum invited to attend Family Office Wealth

Management & Structuring Conference

Following last year’s innovative and excellent Family Office conference, Acumum’s Managing Partner has been invited again to attend this year’s Campden Wealth conference to be held in London on 21 and 22 April 2015.

This year’s conference theme is ‘Transparency, Transition and Communication’ and is expected to be as informative and practical as the Family Office event held in 2014.

From feedback obtained from participants, last year’s conference was undoubtedly a successful event, as the select advisers, speakers and members of various Family Offices were able to discuss pertinent topics ranging from effective, long – term organisation structuring, compliance issues, and the fraught process of advisory selection.

On the basis of Geraldine Noel’s participation in 2014, Geraldine has been invited to attend this year’s conference.

Acumum – Legal & Advisory, established in the tax and fiscal efficient jurisdiction of Malta can provide a range of services to single and multi Family Offices, including:

Legal, Compliance and Accounting Services
Net Worth Management
Risk Management
Tax and Structure Planning
Estate and Succession Planning
Philanthropic Planning
Governance and Education
Ongoing Management
Consolidated Reporting
Administrative Services
Referral Services
Adviser Coordination

If you are part of a or an adviser to a Family Office and you would like to discuss the needs of a particular or group of families, during the conference or at another time, kindly contact:

07Nov

Family Office Editorial

7 November 2015 Acumum Legal & Advisory 9

Following the highly successful Campden Family Office Wealth Management conference, held in London, Acumum’s Managing Partner, Geraldine Noel, has provided the Malta focus editorial for the Campden FSC Wealth Directory.

The editorial focuses on Malta’s key tax and other fiscal benefits – particularly in relation to:

Aviation
Corporate – both trading & holding
Citizenship & Residency
Investment Funds
Intellectual Property
Shipping & Yachts, as well as
Wealth & Estate Planning, to name just a few.

07Nov

Acumum To Attend Campden Family Office Wealth Management & Structuring Conference

7 November 2015 Acumum Legal & Advisory 13

Focusing on family wealth management, Geraldine Noel, Acumum’s Managing Partner will be attending the Campden Family Office Wealth Management & Structuring Conference.

Joao Verdades dos Santos, Partner, Portuguese & Luxembourg dual – qualified advocate, will also be attending.

Acumum is attending the conference due to their provision of editorial in the forthcoming FSC Wealth Directory on the benefits Malta can provide in relation to tax structuring of corporate and personal assets.

The Family Office Wealth Management & Structuring Conference is to be held on the 8 & 9 April 2014 in London.

Participants of the conference who should like to meet with Geraldine are asked to kindly email her via [email protected], or Joao via [email protected] to set an appointment.

For further information about the conference please go to: http://www.campdenconferences.com/content/family-wealth-management-structuring-conference.