"It's not that people plan to fail, it's that they fail to plan," is one of the favorite sayings of James ("Jimmy") Miller, the American founder and principal of Baobab Wealth Management, who, as he explained to the AXFNJ's John Richardson last month, had been living in Moscow, Russia, for the past four years, until the Russia invaded Ukraine at the end of February. At which point he, his wife and their young son were forced to race to join the thousands of other non-Russians who were hopping any plane they could get to leave the country...

Thun Financial, the Madison, Wisconsin-based wealth manager for U.S. expats that was acquired in 2020 by Creative Planning  – one of the largest Registered Investment Advisory firms in the U.S.  – is to adopt the Creative Planning name, but with the addition of the word "International" at the end, to reflect its role at the company.

Tilney Smith & Williamson (TSW), a well-known London wealth manager that last October announced plans to introduce what it called "a new U.S./UK transatlantic tax team," has named Sarjul Patel to the newly-created role of U.S./UK Tax Director at the company, which is in the process of rebranding as Evelyn Partners.