Navigating the Evolution of Fund Administration with Dan Smith 15/11/2024 In the latest episode of the Alt Funds Network Podcast, Dan Smith, our head of U.S. fund services, shares his journey to Atlanta and in his career so far. He covers key changes in the business of fund administration, from the rise of private equity, to AI and blockchain advancements, and the impact of global regulatory shifts. Dan also discusses what the future holds with the arrival of tokenization and developments for U.S. managers seeking access to new investor capital. Listen to the podcast on Spotify: https://bit.ly/4afXcan or Apple Podcasts: https://apple.co/4akXAUS Watch the recording X Linkedin weixin Messenger Authors Dan Smith President, US Fund Services dsmith@tridenttrust.com +1 404 364 2068 Atlanta Latest Insights Cyprus International Trusts: A Strategic Tool for Global Wealth Planning One of the most effective and versatile solutions available for international wealth planning is the Cyprus International Trust (CIT). Combining a robust legal framework, strong asset protection features, confidentiality, and professional administration, Cyprus has established itself as a well-established jurisdiction for international trust structures. U.S. Blockers: A Quick 101 A U.S. blocker is an intermediary corporate vehicle used in fund structures to manage specific U.S. tax exposures for certain investor groups. It is commonly used by non-U.S. investors and U.S. tax-exempt investors investing into U.S. strategies through partnership-style funds. In Perspective Podcast E03: Malta's Single Family Office Framework - A New Opportunity for Global Wealth Structuring In our third episode of In Perspective, Chris Naudi, Independent Consultant in our Malta office, is joined by our host Roscoe Carter Johnson, to explore the Malta's emerging single family office framework and why it could become a compelling option for wealthy families seeking an EU-based structure for managing and preserving wealth. Beyond the Rulebook: Building A Compliance Culture That Delivers Sustainable Change Effective compliance is not simply about following rules. It requires a culture that supports sound judgement, constructive challenge and accountable decision-making. When Family, Business and Assets Span Borders: Considerations for Indonesian Wealth Owners As businesses expand, families become more global and assets are held across multiple jurisdictions, wealth planning is increasingly about governance, succession and long-term stewardship as much as investment performance. How Private Clients and International Businesses Use U.S. Virgin Islands Structures The U.S. Virgin Islands offers a distinctive proposition for private clients, family offices and international businesses. As a United States territory, it combines a U.S. legal framework with a strategic Caribbean location and a range of structuring opportunities for qualifying businesses and investors.