EPISODE · Jun 22, 2022 · 27 MIN
Episode 21 – International Wealth Planning with Joseph Kellogg (Part 1)
from Delivering Direction and Control · host Bridgeford Trust Company
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner & 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.
What this episode covers
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner & 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.
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Episode 21 – International Wealth Planning with Joseph Kellogg (Part 1)
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