Legal and Regulatory Updates
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…
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,…
In the rapidly changing financial landscape, family offices are facing a significant metamorphosis in regulatory frameworks and fiduciary standards. As advocates for high-net-worth families, family offices must adapt to evolving legal landscapes that emphasize transparency, accountability, and ethical financial governance. This article explores the new fiduciary standards impacting family offices and presents strategies for adaptation…
Protecting the Legacy: Strategies for Managing Reputational Risks in Family Offices In an era where information travels at the speed of light and public scrutiny is relentless, family offices—a term for private wealth management advisory firms that serve ultra-high-net-worth individuals and families—face several distinct challenges. Beyond managing investments and ensuring wealth preservation, family offices must…
In an increasingly interconnected world, family offices—private wealth management advisory firms that serve high-net-worth individuals and families—are constantly adapting their investment strategies in response to geopolitical events, particularly international sanctions. Sanctions, often enacted to address human rights violations, terrorism, or other state actions, can significantly complicate the investment landscape. As such, understanding how to navigate…
As we step into 2023, significant changes in real estate tax laws are affecting various stakeholders, including family offices. A family office, which serves affluent families by managing their wealth, investments, and personal affairs, must stay updated on evolving tax regulations to protect its assets and maximize tax efficiency. In this article, we’ll explore the…
