Navigating Generational Wealth Transfer
The transfer of wealth between generations is a monumental event for ultra-high-net-worth families, one that requires careful planning and execution to ensure the continuity of both financial assets and family values. Without proper management, this critical juncture can lead to the erosion of wealth, family discord, and a loss of legacy. The first step in […]
The Future of Private Equity
The private equity industry is undergoing a period of significant transformation, driven by a confluence of economic, social, and technological trends. As we look ahead to 2024 and beyond, several key developments are poised to reshape the landscape and create new opportunities for investors. One of the most notable trends is the rise of impact […]
Art as an Asset Class
For many ultra-high-net-worth individuals and families, art is more than a passion—it’s a significant asset class that requires careful management and integration into overall wealth strategies. However, the global art market is notoriously complex and opaque, presenting unique challenges for investors. One of the primary considerations in art investing is the issue of valuation. Unlike […]
Philanthropy in Focus
For many ultra-high-net-worth individuals and families, philanthropy is a fundamental expression of their values and a key part of their legacy. However, charitable giving is not just about writing checks—it’s about making a meaningful, lasting impact on the causes and communities you care about. Maximizing that impact requires a strategic, thoughtful approach. The first step […]