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Tips for Protecting Yourself from Identity Theft

January 27, 2022
By Millennium Trust
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With millions affected each year by data breaches, here are some things you can do right away to help you protect your identity.

Custody Rule Gains Attention from SEC, Cayman Islands Government

March 25, 2020
By Jeremy Christensen
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Rules and regulations change frequently, stay current with custody rule trends for private investment funds in the Cayman Islands and in the United States.

Wealth Transfer Planning: Are Your Beneficiaries Up-to-Date?

July 11, 2019
By Millennium Trust
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When you first set up your retirement account, you designated one or more beneficiaries – but life changes could mean that your beneficiary is no longer who you want it to be. Make sure your beneficiaries are up-to-date to ensure a smooth, hassle-free wealth transfer.

Opportunity Zone Funds: What Are They and What Do Fund Managers Need to Know?

May 28, 2019
By Millennium Trust
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Opportunity Zones have become a hot topic in Washington and in the media due to their attractive tax incentives. But, because of the newness of this market, there are still unanswered questions.

LendIt Fintech USA 2019 Conference: Recap and Highlights

May 15, 2019
By Millennium Trust
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We are honored to have been a sponsor of the sixth LendIt Fintech USA conference, the world’s largest conference series dedicated to marketplace lending and fintech. Check out our top highlights from this year’s event.

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