Global Tax & Smarter Structures: What OECD Advisor Mark Morris Says About FATCA, CRS, and CARF

Adam recently spoke with Mark Morris, who has advised the OECD (Organisation for Economic Co-operation and Development), and EU and German Parliaments, among many other global organizations.

In this Youtube video, Mark shared insights on:

• How individuals and advisors can navigate FATCA, the CRS, and the new CARF regulations
• Why there may be more effective wealth structuring options than traditional Cook Islands Trusts
• And much more on the evolving landscape of global tax transparency

The conversation covers highly technical and specialized topics. If you believe you could benefit from personalized tax or structuring advice from Mark, please feel free to reach out to our team for an introduction.