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Their outlook shaped by the global financial crisis, Millennials have a cautious outlook but are keen to have a positive effect on the world. Advisers have to engage these upcoming members of ultra-high net worth families on their terms, explains Ned Dane, senior vice president and head of OppenheimerFunds’ Private Client Group

Their outlook shaped by the global financial crisis, Millennials have a cautious outlook but are keen to have a positive effect on the world. Advisers have to engage these upcoming members of ultra-high net worth families on their terms, explains Ned Dane, senior vice president and head of OppenheimerFunds’ Private Client Group

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it.

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it. 

Families should plan ahead to ensure they can make use of tax exemptions when businesses are transferred from one generation to the next, a report has advised.

Families should plan ahead to ensure they can make use of tax exemptions when businesses are transferred from one generation to the next, a report has advised.

Latin American ultra-high net worth (UHNW) business executives are on the lookout for merger and acquisition (M&A) targets and are particularly bullish about regional opportunities, despite the challenging economic environment, new research suggests.

Latin American ultra-high net worth (UHNW) business executives are on the lookout for merger and acquisition (M&A) targets and are particularly bullish about regional opportunities, despite the challenging economic environment, new research suggests.

National Amusements third-gen Shari Redstone was the only vote from the board of directors at Viacom, her family’s media empire, opposing the appointment of Philippe Dauman as chairman on Thursday.

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