Tag Archives: Wealth

Maritime International Ltd. Launches The Legacy Trust, “My Legacy, My Way”; Combining Personal Values with Wealth Distribution

Mahe, Seychelles (PRWEB) October 17, 2007

Maritime International Ltd. (Milonline.com) has designed a new Trust product for those who wish to pass on their values and not just their assets. This trust structure allows clients to specify the distribution of trust assets to children and others, on the basis of meeting specified criteria.

Particularly as the lifespan of the global population continues to increase and many parents are having children much later in life, this new Legacy Trust is designed for clients who wish to provide parental guidance to their children, even after death. Parents can now have the final word, “My Legacy, My Way”.

According to Laura Mouck, Maritime International Ltd’s Director of Wealth Management “Sometimes the free and unfettered acquisition of wealth by children upon the demise of their parents, can have disastrous results. The newspapers are full of such examples.”

Specific incentives, however, can be included in the wealth distribution process, to increase the likelihood of children achieving goals and showing initiative, teaching them that hard work and personal achievement are the standards you want them to have.

The new “My Legacy, My Way” trust structure does not, for example simply provide funds for the children’s education. Instead, on the client’s instructions, it provides distributions depending upon the level of the children’s achievement in higher education, plus other criteria, in order to give them the incentive to excel.

In other cases, a client may wish to encourage hard work and entrepreneurial skills. They could then include an annual distribution from the trust equal to or double that of his or her earned income for the previous year.

If encouraging philanthropy and generosity to others is important to a client, each child could receive an annual distribution equal to or double the charitable contributions reported on their tax returns for the previous year.

Other like provisions can be added to the client’s Letter Of Wishes. It is only limited by the imagination of the individual and how he or she wants their legacy to live on.

Clients might also wish to restrict payments for what might be considered frivolous items; for example expensive sports cars, planes, parties or a ski chalet in the Alps. Laura Mouck, Maritime International Ltd’s Director of Wealth Management advises, “We have found that many clients do not wish their hard earned money frittered away, unnecessarily, in only one generation.”

Malcolm Nickerson, Managing Director of Maritime International Ltd says “It sounds complicated, but it is not. Maritime International Ltd works very closely with clients to advise them on how to structure their Trusts and ensure they understand that they can leave behind a Living Legacy”.

Mr. Nickerson continued, “It is just as crucial for people to determine what to do with their wealth, as it was deciding to save, accumulate and invest it. They can leave a real, lasting and useful legacy to their heirs. The choice is theirs. Even if parents are no longer physically there, they can still help shape the future of their children and instill the values that will ultimately guide them to becoming self sufficient independent individuals who can find their own successful path in life.”

Let your legacy live on. Let your conscience be their guide with a Legacy Trust – “My Legacy, My Way”.

Maritime International Ltd. (http://www.Milonline.com) is a corporate services and financial consulting firm with over 17 years of experience in the business, offering a variety of International Trust products and wealth management solutions.

For further information on the Legacy Trust and other Asset Protection structures offered by Maritime International Ltd., visit:

Legacy Trusts: http://www.milonline.com/trusts/legacy-trust.html

For a guide to setting up Asset Protection and Trust Structures, visit: http://www.milonline.com/trusts/asset-protection-trusts.html

Contact:

Laura Mouck – Director of Wealth Management

Tel: +65-6-491-5329

Maritime International Ltd.

http://www.milonline.com

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Despite Economy, Financial Advisor to Affluent Jeff Christenson Uses Innovative Methods, Team to Preserve Wealth, Build Award Winning Practice


Phoenix, AZ (PRWEB) March 30, 2010

With over fifteen years experience working with high-level clients (successful entrepreneurs, real estate developers and well known entertainers, to name a few), Jeff Christenson knows a thing or two about managing substantial wealth. As the President and Founder of Christenson Wealth Management LLC, a comprehensive, private wealth management firm dealing exclusively with high net-worth clients, Jeff has an unparalleled reputation for assisting individuals and families in achieving their financial goals.

Jeff was recently recognized for his considerable achievements with the Advisor Achievement Award from Multi Financial Securities Corporation (Multi-Financial). This special award was given to Christenson for increasing his business over the last 12 months despite the challenges in the economy.

This is a fitting honor for Jeff, who continues to exemplify what it means to be a successful advisor and a trusted guide for his clients, said Multi-Financial President and CEO Brett Harrison. It was a challenging 12 months, but his efforts produced outstanding results.

This is the second honor for Christenson in the last few months, as he was also recently listed among WORTH Magazines national list of Leading Wealth and Legal Advisors. Christenson contributed multiple full-page editorial features to WORTH as part of the program, which educates the most affluent readers in the United Sates on diverse, sophisticated wealth strategies.

Jeff and his highly accredited team realize that these clients have unique needs, and are solidly committed to meeting and exceeding their objectives. Investment portfolios are customized based on the individual situation of each client. These clients benefit from a variety of investment strategies which can help maximize their return and which can help to keep their money in a safe place.

People dont come to us to make them rich; they come to us help keep them rich.

When someone has serious money, they need a serious money manager. If theyre going to put their trust and their financial assets in someones hands, capability is paramount. Smart, sound strategies and a holistic approach to wealth have helped Christensons clients keep a healthy bottom line, despite disaster in the economy.

It is said that 80% of money managers cant beat the S&P 500, and theyre probably right. On the other hand, that means 20% do, and those managers are where we focus our attention and efforts, looking for ways to shepherd wealth with partners who have a proven track record of performance and integrity. My clients demand the best results with the lowest risk, and thats what I look for every day.

Christenson also provides his clients with special access to a unique team of top-tier professionals with national reputations to help his clients preserve their wealth in related and often overlooked areas including Asset Protection, estate planning and life insurance needs, executive compensation and business succession planning and many other areas of concern to clients in his demographic. I cant be an expert at everything, but I can assemble a team of experts, and thats been part of our success. Investment performance is for naught if my clients lose money to a lawsuit, estate taxes or other sources of spoilage. We try to make sure they have all the expert resources they need, says Christenson, who also regularly partners with other advisors across the country to help them bring the same level of service and these innovative strategies to their own clients.

Christenson is a resident of Paradise Valley, Arizona with his unbelievably supportive wife and their two children, a four-year-old daughter and a one-year-old son. He also serves on the Board of Directors for national child abuse prevention and treatment group Child Help USA, a cause he describes as one of the greatest joys of his life. Its an honor which came through his professional career just another reason to love the business. My clients are the greatest people in the world, Jeff says, Literally.

For more information contact Christenson Wealth Management, LLC at:

2575 East Camelback Road, Suite 700, Phoenix, AZ 85016 call: 602.808.5580

or email: Meghan(at)habitsofwealth(dot)com

Securities offered through Multi-Financial Securities Corporation, Member FINRA/SIPC. Christenson Wealth

Management and Multi-Financial Securities Corporation are separate companies. Please consult with a qualified tax advisor prior to implementing any tax related strategy.

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M&I Bank Launches ‘MiLife Series’ to Help Kansas Citians Protect their Health, Wealth and Self


Kansas City, MO (PRWEB) April 6, 2010

M&I Bank will launch its “MiLife Series” on April 17 with a one-day event designed to help Kansas Citians protect their health, wealth, and self. Along with experts representing various community partners, M&I Bank will offer consultations, education, and practical solutions for healthy living and personal and financial security from 10 a.m. to 2 p.m. at the Briarcliff Village, Leawood, Independence, and Shawnee M&I Bank locations.

“Through the ‘MiLife Series,’ M&I Bank and our community partners will provide quick and easy tips and tools to help our Kansas City friends, neighbors, customers, and colleagues protect their health, wealth, and self,” said David Janus, president of M&I Bank’s Kansas City Region. “This is the inaugural event for our ‘MiLife Series’ programming that we hope will have an impact on the lives of those in the Kansas City community.”

Because identity theft is the fastest growing form of consumer fraud in North America, several local shredding companies, including Shred Time and Secure Document Solutions, are participating in the event to help consumers destroy their confidential documents and protect themselves and their most valuable assets against this type of theft. Each family is limited to five bags or boxes.

The Society of Former FBI Agents, Safe Kids, the Safety Council, and the Kansas City and Leawood Police and Fire Departments also will be on site to work with parents to develop national child identification kits, to conduct safety simulations, and to provide information on child proofing your home and children’s immunizations.

The American Heart Association and National Kidney Foundation will provide information on keeping your heart and kidneys healthy. In addition, a variety of other community partners will discuss exercise; massage therapy; healthy eating habits; green living; dentistry, and eye, spine, and nervous system health.

“M&I Bank is committed to the Kansas City community and we’re pleased to offer this valuable event. We hope everyone will take advantage of the resources offered to help protect their personal and professional well being,” Janus added.

For more information about M&I Bank’s “MiLife Series,” please visit http://www.mibank.com/milife or call any one of M&I’s 15 Kansas City area locations.

About M&I Bank

M&I Bank is an affiliate of Marshall & Ilsley Corporation (NYSE: MI), a diversified financial services corporation headquartered in Milwaukee, Wis., with $ 57.2 billion in assets. Founded in 1847, M&I Marshall & Ilsley Bank is the largest Wisconsin-based bank, with 192 offices throughout the state. In addition, M&I has 53 locations throughout Arizona; 33 offices in Indianapolis and nearby communities; 36 offices along Florida’s west coast and in central Florida; 15 offices in Kansas City and nearby communities; 26 offices in metropolitan Minneapolis/St. Paul, and one in Duluth, Minn.; and one office in Las Vegas, Nev. M&I’s Southwest Bank subsidiary has 17 offices in the greater St. Louis area. M&I also provides trust and investment management, equipment leasing, mortgage banking, asset-based lending, financial planning, investments, and insurance services from offices throughout the country and on the Internet (http://www.mibank.com or http://www.micorp.com). M&I’s customer-based approach, internal growth, and strategic acquisitions have made M&I a nationally recognized leader in the financial services industry.

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Terrance C. Heath of Heath Newton LLP was a Guest on the Wealth Psychology Show


San Francisco, CA (PRWEB) June 10, 2013

Heath Newton LLP family law attorney Terrance C. Heath was a recent guest on the Wealth Psychology Show with Emily Bouchard and Dr. Jamie Trager-Muney, Ph.D. The show is aired online on the Sylvia Global Media Network every Tuesday from 8-9 a.m. and focuses on redefining wealth and maximizing money potential for women.

Heath joined the show to discuss the emotional side of domestic partnerships. Heath explained the differences between a registered domestic partnership and a marriage. He answered questions about entering into a registered domestic partnership and whether or not there will be marriage equality in California and throughout the United States. Heaths experiences as a family lawyer allowed him to give advice to family and divorce attorneys as to what advice they can possibly offer to a couple thinking of marrying or registering.

For the audience, Heath wanted to make sure they received resources that could make a difference for them and support them in taking actions with the person they love.

Heath is a graduate of UC Berkeley and Boston College Law School and established his private practice in 2002. In January 2010, he founded Heath-Newton LLP, a family-law firm located in San Francisco. He is managing partner of the six-lawyer firm. His firm is unique among law practices in that it is established on an articulated set of core values and a strong business plan.

About the Company:

At Heath-Newton LLP, they specialize in family law, asset protection and estate planning services. Based in San Francisco, their boutique firm has earned a reputation for managing their clients cases well, reaching successful resolutions, and minimizing costs and disruption to their clients lives.

They have handled a long list of family law cases, including a broad range of issues facing new families (such as domestic partnerships, premarital agreements, adoption and more), as well as divorce mediation, asset division, child custody and child and spouse support. They also have extensive experience in estate planning, wills, probate, mediation, living wills and trusts.

Collectively, their attorneys have thousands of hours of experience, allowing them to be both efficient and effective. They are guided by a practical approach that emphasizes avoiding litigation to minimize costs and disruption; however, they can and will be fierce litigators when all other strategies have proven ineffective. For more information on their divorce lawyers, please visit their website at http://www.heathnewton.com. To discuss a situation with one of their attorneys, please call them at (415) 398-1290.