Episode 21 – International Wealth Planning (Part 1)
Guest: Joseph Kellogg, Partner and Head of Wealth Planning at WE Family Offices
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner and Head of Wealth Planning at WE Family Offices – to discuss his take on the evolution of the fiduciary industry and how the U.S. became a jurisdiction of choice. They go on to talk about mandatory information disclosure requirements, including the distinctions between CRS, FATCA, and the Corporate Transparency Act, and the impact of these for those in the international space.