Technology has revolutionized the creation of wealth and enhanced upward mobility. Flip on the TV or browse the business section of the book store and you will find countless “overnight success ...

Alpha Wealth Group unveils bespoke wealth structuring services for 2025, crafted to preserve prosperity and strengthen the legacies of affluent families and global entrepreneurs. United Kingdom, ...

As intergenerational wealth transfer tops the agenda for ultra-high-net-worth families, Julius Baer’s Wealth Planning team shares how they integrate legacy conversations into long-term structuring, ...

Family offices, and the investment professionals serving them, have long been participants in traditional M&A transactions. Of late, however, middle market and lower-middle market family offices are ...

Evgenia Koukoumakia, head of wealth planning at EFG International, shares a deep dive into the evolving demands of ultra-high-net-worth families in a globalised world, highlighting the hidden pitfalls ...

The transfer of wealth between generations is a significant event for ultra-high net worth individuals and involves more than just financial assets. It encompasses family dynamics, philanthropic goals ...

Change is the law of life - and learning from the Vanderbilts, families will need to adopt new strategies to ensure successful wealth transfers to future generations. Here Gloria Vanderbilt, Cornelius ...

Volatility from geopolitical shocks, trade skirmishes and the start of the 2020 presidential election cycle makes it an opportune time for multi-family offices (MFOs) and registered investment ...

STOCKHOLM--(BUSINESS WIRE)--ROYC, the leading provider of complete private markets operating systems, announces the structuring of a new access fund for Private Wealth launched in collaboration with ...

TEL AVIV, Israel, Nov 19, 2020 /PRNewswire/ -- Pcysys has announced that Lombard International Group, a global leader in wealth structuring solutions for high net worth individuals and institutions, ...