The Fresh Take spring issue 2025

April 04, 2025
  • Capital Partners
Whether moving abroad, donating or investing overseas, or taking a big trip, this issue of The Fresh Take explores the practical tips to keep your finances and your plans in order.

Tariffs in the Trump era: What's on the table

With President Trump back in the White House, tariffs are once again at the forefront of U.S. trade policy. Corporate Advisory & Banking Associate Sophie Schneider breaks down how his approach could impact the economy, key industries, and global trade relationships.

From burnout to breakthrough: How Brian Chappon is enhancing the travel experience

In our spring Spotlight interview, Senior Relationship Associate Elise Johnston sits down with Brian Chappon, founder of Ask a Concierge, to learn about how his company is simplifying the travel experience and how he was able to turn a major adversity into success.

Living abroad: Essential steps for estate planning

When it comes to managing your estate while moving abroad or traveling long term, the nuances can be complex. Head of International Fiduciary Administration and Wealth Planning Jessica Staton and Senior Relationship Associate Elise Johnston break down what you need to know.

Travel smart: Tips for managing money, healthcare, and connectivity abroad

Whether you’re planning a quick getaway or an extended stay, being prepared can save you time, money, and hassle. Here are key strategies for handling credit cards, currency, insurance, and even driving laws before you depart.

Going global: The case for international equities

In today's market environment, international and global equities can play a valuable role in a portfolio. Here, the Investment Research Group breaks down how and why this is the case.

International philanthropy: Supporting causes around the world

We explore options for philanthropists wishing to support charities across the globe.

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Tariffs in the Trump era: What's on the table

With President Trump back in the White House, tariffs are once again at the forefront of U.S. trade policy. Corporate Advisory & Banking Associate Sophie Schneider breaks down how his approach could impact the economy, key industries, and global trade relationships.

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