Establishing a family foundation is one of the most profound ways for families to leave a lasting impact on their community and address the issues they are passionate about. However, it’s not enough to simply create a foundation; it’s essential to develop a strong board that can navigate the complexities of philanthropic efforts, sustain family…
Bridging Generations: How Family Office Events Foster Successful Succession Planning In the ever-evolving landscape of wealth management, family offices have emerged as pivotal players in the realm of financial planning and family governance. Catering to high-net-worth families, these entities not only manage investments but also facilitate intergenerational dialogue that is crucial for effective succession planning.…
In an age where experiential travel reigns supreme, luxury yacht charters have emerged as the epitome of sophistication and family bonding. For discerning families looking for unique ways to cherish time together, nothing can compare to the combination of adventure, relaxation, and bespoke service that a yacht charter affords. Let’s explore the allure of sailing…
Brexit, the United Kingdom’s decision to leave the European Union, has reverberated across various sectors, simultaneously dismantling and redefining existing financial frameworks. Family offices, which serve as private wealth management entities established by ultra-high-net-worth individuals (UHNWIs) or families, are no exception. The intricate legal, economic, and regulatory implications of Brexit present both challenges and opportunities…
In an increasingly interconnected world, family offices are redefining the concept of leisure travel. Beyond mere escapes to opulent destinations, a trip can serve as a stage for strategic networking, high-profile connections, and investment opportunities. Luxury travel for family offices is not just about indulgence; it’s about curating experiences that merge leisure, business, and relationship-building.…
Introduction Family offices— private wealth management advisory firms that serve ultra-high-net-worth individuals and families—are often faced with a complex maze of regulations when it comes to investments. The growing regulatory scrutiny and requirements have made it imperative for family offices to remain vigilant and well-informed about compliance matters. This guide aims to demystify some of…
Navigating the New Norms: How Recent Regulatory Changes in ESG Investing Impact Family Offices In recent years, environmental, social, and governance (ESG) investing has surged to prominence, reshaping investment landscapes globally. With growing awareness about sustainability, social responsibility, and corporate governance, investors are increasingly inclined to direct their capital toward businesses that prioritize ESG principles.…
Navigating Change: How New Immigration Laws are Reshaping Global Family Offices In an increasingly interconnected world, family offices have emerged as crucial players in managing the wealth and affairs of high-net-worth families. These private wealth-management advisory firms cater to the complex needs of affluent families, providing services ranging from investment management to estate planning. However,…
