Tag: WealthTransfer


  • Securing Your Legacy: How the Synergy Thesis Fund Integrates Estate and Tax Strategies

    Succession planning is more than just passing down assets; it’s about preserving a lifetime of work for the next generation. For high-net-worth investors, especially those with cross-border assets and dual citizenship, this process is fraught with complexity, from navigating international tax laws to ensuring a smooth transfer of wealth. While the Synergy Thesis Fund focuses…