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The focus for insiders is privacy and safety of high value assets

See James’ blog commentaries and perspectives of recent news stories. The focus for insiders is privacy and safety of high value assets.

You can read about personal & commercial trusts, business organizations, LLCs, real estate, and banking. Additional insights include economics, legal, and tax aspects of various types of trusts.

Exactis – Discloses Personal Data

Posted April 29, 2019

An article published by The Mercury News reports how an Exactis (a Florida-based marketing and data-aggregation firm) data leak could affect millions of Americans. More of your personal data privacy…

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Asset Protection Details

Posted February 2, 2019

Recently I’ve had inquiries from people using Cook Islands Trusts for asset protection. In one case they own a Fidelity brokerage account in the United States. They believe its protected.…

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Your Personal Details for Your Business

Posted December 7, 2018

Did you know this personal information is available online for your Corporation or LLC? It looks like someone has recognized this open data is risky. To be completely safe, a…

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Institutional Mistake

Posted November 19, 2018

Although this guy died without a will – goes to show you how “institutions” are often a poor choice to administer an estate. You’re better off to use a trusted…

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