In the News


Practical FATCA and CRS Compliance for Family Trust Structures

  • picture of Jennie Cherry
    Jennie Cherry
  • picture of George N. Harris, Jr.
    George N. Harris, Jr.

All over the world, financial institutions are collecting information on and reporting individuals associated with a family’s succession planning trust structure. The family’s interests are best served when the family office and professional advisers take a proactive approach to complying with the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) as they apply to each entity within the family trust structure. September 7, 2017. Download