2 Total Companies
CAF AMERICAN DONOR FUND - A dual qualified Donor Advised Fund for your dual US and UK taxpayer clients With over 20 years’ experience, we offer philanthropy services for dual US and UK taxpayers. The CAF American Donor Fund can help your clients maximize the value of their gifts to charitable organizations. Our service enables your clients to claim eligible US and UK tax relief on their global giv...
Westwood Wealth Management takes a creative approach to helping our clients manage generational wealth, by leveraging our skilled professionals to achieve a bespoke approach for deploying innovative ideas in their portfolios. We provide thoughtful advice and consulting to help families minimize their tax burden, streamline and organize their financial life and intricate portfolios, benefit from a...