Global Families
Why family offices should meet the Fuggers
The 15th century merchant Jakob Fugger, the richest man to have ever...
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Growing levels of inherited wealth both an opportunity and a risk for private banks
Colossal amounts of wealth will be passing from one generation to the...
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Global families strive to secure their legacies
Speakers at the recent PWM and FT Global Wealth Management Summit highlighted...
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Wealth managers scramble to better serve global families
Ultra-high net worth families with cross-border needs present a huge opportunity to...
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Keeping talent and wealth in the family
When set up effectively, a family office can be a powerful tool...
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Lessons to learn from the Murdoch family legacy
Both the fictional Roy family in TV show Succession and the real-life...
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Latest from the same category
25 September 2023
Advisers struggling to manage shift from investment management to wealth planning
Many established wealth management firms are finding it difficult to help their clients shift from...
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17 August 2023
Global wealth levels fall for first time since financial crisis
While global net private wealth and the number of dollar millionaires fell in 2022, low-...
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23 May 2023
Private market strategies becoming core parts of wealth portfolios
Access to private markets is becoming easier for high net worth investors, but wealth managers...
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29 March 2023
Private markets: the dividends and dangers of illiquid investment
Given their breadth, this relatively predictable market can provide untapped opportunities for diligent portfolio managers....
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5 January 2023
Ensuring generational wealth transfer plans are fit for purpose
Philanthropy and ESG are increasingly important to wealthy families and need to be firmly embedded...
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