Family Wealth: Property investment done right

Mosaic Financial SolutionsFamily Wealth, Latest

Investing in a residential property is part of a sound and diversified multi-generational investment strategy. It provides steady cash flow and returns that should comfortably exceed inflation over time. An often overlooked benefit of this investment is the associated tax breaks.  Apart from the standard deductions for business expenses, including property-related costs and interest paid, ...

Family Wealth: Interest-free loans to trusts

Mosaic Financial SolutionsFamily Wealth, Latest

Trusts originate from England, where they were used by crusading English knights when they left their homes in the care of trusted friends for safekeeping. This financial innovation remains a vital component of multigenerational family wealth planning, and it is also very useful in corporate structures, such as broad-based community trusts, bankruptcy remote securitisation structures, ...