Multigenerational Wealth Transfer

The Future of Wealth: Strategies for Efficient Wealth Transfer in 2024 & Beyond In an era of global economic complexity, wealth transfer has emerged as a critical concern for high-net-worth individuals and international families. The primary ... (read more)

In the tumultuous sea of financial evolution, are we ensuring that the youth—the future guardians of family wealth—are adequately equipped to navigate its waters? As we stand at the precipice of one of the largest generational ... (read more)

The Billionaire Wealth Shift: Inheritance Overtakes Entrepreneurship Introduction In a seismic shift within the world's wealthiest echelons, the latest UBS report unveils a landmark change: for the first time, inheritance, not entrepreneurship, has become the primary ... (read more)

The journey of wealth creation and preservation doesn't begin and end with simple financial transactions. The transfer of wealth across generations is a delicate, complex, and deeply emotional process. One essential but often overlooked aspect of ... (read more)

The year 2024 presents an intriguing landscape for high net worth (HNW) global families, especially in the context of wealth transfer and multi-generational wealth planning. As the world continues to grapple with the aftermath of the ... (read more)