News

You are here:

Home

Elevating the Conversation: How to Host Meaningful Family Office Events on ESG and Impact Investing

Family office eventsBy laurent July 31, 2025

As the global landscape evolves, so do the priorities of wealthy families, particularly those involved in family offices. Environmental, Social, and Governance (ESG) factors and Impact Investing have become pivotal topics, calling for meaningful dialogue that transcends traditional investment strategies. Hosting impactful family office events on these subjects requires intentional planning and consideration of various…

Details

Fortifying Your Fortress: Essential Security Strategies for High-Net-Worth Families

High-net-worth lifestyleBy laurent July 31, 2025

In an era characterized by rapid technological advancements and an increasingly interconnected world, high-net-worth families find themselves facing unique security challenges. While prosperity brings many rewards, it also attracts attention from those with less honorable intentions. To safeguard wealth and well-being, it’s essential to establish comprehensive security strategies that fortify your family fortress. Understanding the…

Details

Navigating Family Tensions: Effective Strategies for Conflict Resolution in Family Offices

Family conflict resolutionBy laurent July 31, 2025

Family offices, which manage the financial and personal affairs of wealthy families, are often plagued by unique challenges that stem from the intricate dynamics of family relationships. While these entities serve as a means to sustain and grow family wealth across generations, they can also be a source of conflict. As siblings and relatives navigate…

Details

Balancing Act: Juggling Family Roles Without Losing Your Mind

Roles and responsibilities within the familyBy laurent July 31, 2025

In today’s fast-paced world, the demands on family members can feel overwhelming. From parenting responsibilities to career obligations, household chores to social commitments, it can often seem like a juggling act. Finding the right equilibrium among these roles is not just crucial for personal sanity but essential for nurturing happy and healthy family dynamics. Here…

Details

Navigating Change: A Deep Dive into Recent Updates in Estate and Inheritance Tax Laws

Legal and Regulatory UpdatesBy laurent July 31, 2025

The ever-evolving landscape of estate and inheritance tax laws plays a critical role in financial planning for individuals and families. As governments aim to bolster their revenues in the wake of economic disruptions, significant updates often emerge, impacting how estates are structured and how heirs receive their inheritances. Understanding these changes is key for estate…

Details

Navigating New Waters: How Regulatory Compliance Changes Are Reshaping Family Offices

Changes in legislationBy laurent July 31, 2025

As economic landscapes evolve and the financial ecosystem grows ever more complex, family offices find themselves at a pivotal junction. Driven by regulatory compliance changes, these entities—designed to manage the wealth and interests of affluent families—are reimagining their operational frameworks. This article delves into the regulatory shifts impacting family offices and how these changes are…

Details

“Unlocking Luxury: A Family Office Guide to Investing in Vacation and Second Homes”

Real estateBy laurent July 31, 2025

Unlocking Luxury: A Family Office Guide to Investing in Vacation and Second Homes As wealth continues to accumulate globally, family offices—dedicated entities managing the wealth of high-net-worth families—are increasingly turning their attention to luxury real estate. In particular, vacation and second homes have emerged as attractive investment opportunities that provide both financial benefits and personal…

Details

Navigating Change: The Essential Role of Governance in Family Wealth Transitions

Family GovernanceBy laurent July 31, 2025

Navigating Change: The Essential Role of Governance in Family Wealth Transitions In a world characterized by rapid change and increasing complexity, family wealth transitions pose unique challenges and opportunities. Governance emerges as a vital framework for navigating these transitions effectively. As families consider passing on their wealth—both financial and non-financial—establishing robust governance structures can ensure…

Details

Building a Legacy: How to Integrate ESG Principles into Your Family Charter

Creating and managing a family charterBy laurent July 31, 2025

In an era where environmental, social, and governance (ESG) issues are becoming increasingly significant, families have the opportunity to weave these principles into their legacies. Family charters—a roadmap that outlines values, goals, and governance structures—serve as an ideal foundation for incorporating ESG principles. By doing so, families can ensure that their legacies are not only…

Details