Global Families
Engaging with the next generation of family wealth
Despite succession planning being high on their agendas, many families are failing...
read more
Syz transition helps Geneva private bank to sail a steady course
Nicolas Syz talks about how today’s wealth managers can embrace family business...
read more
Is the UK becoming less attractive to global families?
Recently announced tax changes could lead global high net worth individuals and...
read more
Why family offices should meet the Fuggers
The 15th century merchant Jakob Fugger, the richest man to have ever...
read more
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...
read more
Global families strive to secure their legacies
Speakers at the recent PWM and FT Global Wealth Management Summit highlighted...
read more
Latest from the same category
7 November 2023
Wealth managers scramble to better serve global families
Ultra-high net worth families with cross-border needs present a huge opportunity to wealth managers and...
read more
7 November 2023
Keeping talent and wealth in the family
When set up effectively, a family office can be a powerful tool for managing, growing...
read more
11 October 2023
Lessons to learn from the Murdoch family legacy
Both the fictional Roy family in TV show Succession and the real-life Murdochs illustrate how...
read more
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...
read more
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-...
read more