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)
Building Family Narratives: The Role of Storytelling in Successful Multigenerational Wealth Transfer
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 Advantages of Transferring Funds to a Gift Trust for UK Domiciled Individuals Introduction Financial planning is an essential aspect of managing one's wealth and ensuring a secure future for oneself and one's family. For ... (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)
Excuse the title of this post but I thought we'd get straight down to brass tacks. Where in the world levies the lowest rates of inheritance tax? Inheritance tax (also known as estate tax or death ... (read more)
The transfer of wealth to the next generation is a topic that is frequently discussed in both financial and familial contexts. Parents often strive to ensure that their children and grandchildren enjoy a better quality of ... (read more)
Wealth transfer, or the practice of passing assets from one generation to the next, is universal across cultures. However, the manner in which it occurs varies considerably due to cultural, religious, and legal influences. Here ... (read more)
The Legacy of International Sports People: Wealth, Wisdom and Beneficiaries Professional sport is an arena that creates iconic figures and, often, immense wealth. When we look at the legacy of international sports personalities, it's not ... (read more)
Transferring wealth to future generations is an important consideration for many individuals, and for some, it involves more than just passing on their assets to their heirs. It also involves using their wealth to make a ... (read more)